Matthew J. Leonard Published in Financial Advisor
The article, “How 2020 Changed Retirement Planning,” written by trusts and estates attorney Matthew J. Leonard, was published in Financial Advisor.
Over the past year, there have been multiple changes to the law that have impacted retirement plans and benefits. Leonard discusses the important COVID-specific provisions under the CARES Act, the SECURE Act’s impact on retirement account holders, and considerations for post-mortem planning.
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