The current estate tax exemption amount is $11.7 million per spouse before a 40% estate tax kicks in. How many of us even have that many...

The SECURE Act created a new twist in tax planning when it took away the ability of most non-spouse beneficiaries to stretch their taxable i

The SECURE Act was signed into law in late December 2019 with little public fanfare. But it’s sending shock waves through the retirement...