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New Rules in Estate Planning
Budgeting and Financial Planning

New Rules in Estate Planning

Rodney Brooks
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July 5, 2022

Although we mark Older Americans Month this month, oldsters would be well advised to consider the Younger Americans in their estate planning.

The Secure Act (learn more here) changed the rules for non-spousal inherited retirement accounts – and in the process may change the way bestow benefits on your children and grandchildren as part of their estate plan.

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Hello, I'm

Rodney Brooks

An award-winning journalist, writer and author and my specialty is retirement planning and other personal finance issues. I have written for many national publications, including USA TODAY, The Washington Post, U.S. News & World Report, AARP and National Geographic. I am available to speak on personal finance, financial literacy and the racial wealth gap.

 

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