Proposed Tax Law Changes to IRA’s and What They Could Mean For Your Estate Plan

By |2021-10-15T12:18:44-05:00October 15th, 2021|Blog, Estate Planning, Estate Planning, Tax Law, Tips|

Have you seen the headlines about the “Build Back Better Act”? You may need to pay closer attention to your estate planning and retirement accounts in the near future.  Although the bill hasn’t passed yet, the proposed tax law changes could impact your exposure to estate planning taxes and your self-directed IRA investment options.  [...]