Episode Synopsis "SECURE Act"
On December 20, 2019, President Trump signed into law the SECURE Act which makes a number of significant tax law changes effecting retirement planning as well as planned giving. The new legislation addresses a wide variety of areas that are likely to impact our alumni and friends. Keith Johnson unpacks the new policy in this episode of Advancement. The post Advancement: The SECURE Act – Important Tax Law Changes appeared first on Cairn University.
Listen "SECURE Act"
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- SECURE Act
- FreeWill
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- The Lasting Benefits of Planned Giving
- Bequests - Giving Out of Your Estate
- A Look Inside University Advancement (with Tammy Butler)
- Introducing the Pathway Society
- Understanding Charitable Trusts
- Beneficiary Designations and Property Titling
- Legacies and Life Insurance (with Steve Melniczak)
- 7 Benefits of Charitable Gift Annuities
- Market Turmoil and the Believer (with Bob Doll)
- The New Tax Code