(authored by RSM US LLP) Reduce estate taxes? Consider a SLAT to maintain spouse’s financial security. […]
Read More… from Estate planning Q&A: Spousal Lifetime Access Trusts explained
IRS releases guidance on Roth catch-up contributions under SECURE 2.0
(authored by RSM US LLP) Notice 2023-62 provides an administrative transition period for Roth catch-up contributions to high-income individuals. […]
Read More… from IRS releases guidance on Roth catch-up contributions under SECURE 2.0
