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Tag Archives: retirement account


The 2020 “Secure Act” is a Game Changer for Retirement Account Planning (Part 1 of 2)

By Jeffrey R. Gottlieb |

Happy New Year everyone! I know I haven’t written on this blog in a little while, but there are some brand new estate planning and estate administration changes that I will be discussing in the coming weeks and months. Today I will outline the MAJOR change passed late in 2019 that will impact the… Read More »


Retirement Account Beneficiary Designations

By Jeffrey R. Gottlieb |

One of the most common estate planning mistakes is failing to properly consider and execute beneficiary designation forms for all IRA’s and 401(k)’s.  Errors and oversights in beneficiary forms can lead to unintended consequences, including disinheriting intended beneficiaries and limiting income tax deferral options for beneficiaries. In a recent article, Forbes contributor Deborah L…. Read More »