In response to the SECURE Act, the provisions of ElderDocx have been updated.
Today we released new retirement-account accumulation-trust provisions to account for changes made by the SECURE Act that went into effect on January 1, 2020. There are no new options in the interview, but we have added an ALERT! to provide some additional information; for example, in the RLT interview:
We prepared a footnoted copy of the new provisions that you can download here.
For more information about the SECURE Act, we encourage you to view the webinar New Opportunities Under the SECURE Act in the video library that took place earlier this month.
We’ve also written an article about the changes in ElderDocx. Read more here.
Also, on February 28, we will have an encore presentation of that webinar followed by a 30-minute Q&A where we’ll be discussing the new ElderDocx provisions. You can register for that webinar here.
As always, your Account Manager is available to help get answers to any questions you might have.