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The Indiana Lawyer | Revisiting Estate Planning in a Post-SECURE World

February 26, 2025 – The Indiana Lawyer
Elizabeth Timme Export Image

When the Setting Every Community Up for Retirement Enhancement Act, known as SECURE, was enacted in 2019, it made waves in the estate planning world by substantially changing the treatment of inherited retirement plan accounts.

In the years following its enactment, the SECURE Act was modified on several occasions. Five years after SECURE became law, what is the state of estate planning and qualified retirement accounts?

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