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Tax Planning › Fiduciary › Tax Rates

Burns & Levinson LLP

Death and Taxes – The Three Unavoidable Taxes in Estate Administration

Burns & Levinson LLP on

Death and taxes are often jokingly said to be two of the only unavoidable things in life. Unfortunately, taxes are also unavoidable when someone passes away. When administering an estate or trust after someone’s death, three...more

Morgan Lewis - ML Benefits

SECURE Act May Pave Way to More Lifetime Income Opportunities in Defined Contribution Plans

Morgan Lewis - ML Benefits on

Ever since defined contribution plans have come to dominate the retirement plan landscape, both plan sponsors and policymakers have grappled with how to help employees take a lifetime’s worth of savings and convert it into a...more

Groom Law Group, Chartered

Lifetime Income Provisions Under the SECURE Act

Groom Law Group, Chartered on

As the U.S. private retirement system has largely shifted away from traditional pensions in favor of a defined contribution plan savings model, a number of policymakers have expressed concerns over whether participants’...more

Epstein Becker & Green

What Employers Should Know About the SECURE Act’s Lifetime Income Provisions

Epstein Becker & Green on

Predictable lifetime income is often of paramount concern to retirees. Yet, as employer-sponsored retirement plans have moved away from the traditional pension plan model, participants in defined contribution plans may be...more

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