• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Our Firm
    • About Our Firm
    • Attorney and Staff Profiles
  • Services
    • Elder Law And Medicaid Services
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Guardianships
    • Incapacity Planning
    • IRA & Retirement Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • SECURE Act
    • Special Needs Planning
    • Trust Administration & Probate
  • Workshops
  • Resources
    • DocuBank
    • Elder law Reports
    • Elder Law Resources
    • Estate Planning Articles
    • Estate Planning Checkup
    • Frequently asked questions
      • Estate Planning
      • Frequently Asked Questions for Families Without an Estate Plan
      • Legacy Wealth Planning FAQ’s
      • LGBTQ Estate Planning FAQs
      • Trust Administration & Probate Frequently Asked Questions
    • Newsletters
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning for Niches
      • Trust Administration
    • Top 10 Estate Planning Techniques
  • Areas We Serve
    • Crown Point
    • Dyer
    • Munster
    • Schererville
  • Contact Us
  • BLOG

O’Drobinak & Nowaczyk, P.C.

Connect with us today(219) 865-2285

(765) 767-5225

Attend A Free Workshop
Home / Estate Planning / What You Need to Know About SECURE Act 2.0

What You Need to Know About SECURE Act 2.0

March 22, 2023Estate Planning, Legal Education, Retirement Planning

IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly. Just when advisors began to get comfortable with the new 10-year rule, the United States Treasury Department promulgated proposed Treasury Regulations early in 2022 adding additional complexity to that rule by requiring annual distributions for a non-Eligible Designated Beneficiary of a participant who died after their Required Beginning Date. Once again, the SECURE Act includes additional provisions with which every advisor should be familiar. Read on to learn more.

  • Author
  • Recent Posts
Amy Nowaczyk
Amy Nowaczyk
Amy Nowaczyk is a partner at O’Drobinak & Nowaczyk, P.C. Amy’s background in psychology and law have given her a unique perspective on estate planning and elder law issues. Her education and experience have enabled her to identify the needs of her clients in order to create customized estate plans that help her clients avoid probate, control the distribution of their estate, and protect their assets from the high cost of long term nursing care. Clients frequently praise Amy’s ability to make them feel comfortable and at ease while discussing difficult subjects such as their disability and death.
Amy Nowaczyk
Latest posts by Amy Nowaczyk (see all)
  • Is Your IRA Part of Your Estate Plan? - April 24, 2023
  • Keep Your Estate Plan Current at All Times - April 20, 2023
  • Is Joint Tenancy a Good Estate Planning Solution? - April 17, 2023

Other Articles You May Find Useful

The Not-So Transparent Corporate Transparency Act
trusts
Use a Trust to Address These Estate Planning Situations
estate tax
Can You Use Lifetime Gift Giving to Avoid Estate Taxes?
O’Drobinak & Nowaczyk, P.C.
Estate Planning Tips for Blended Families
intelligent estate planning
Holistic Estate Planning: Anticipate the Eventualities of Aging
intestacy
Estate Planning Survey: Americans Are Woefully Unprepared

Primary Sidebar

ARE YOU PREPARED FOR THE FUTURE?

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Follow Us

  • Facebook
  • Twitter
  • YouTube
  • Linkedin

Schererville Office Map

Schererville IN estate planning attorneys

Lafayette office Map

Schererville IN estate planning attorneys

Footer

  • Speaker Connection
  • Advantages of Working With Our Firm
  • About The American Academy
  • Disclaimer
  • Privacy Policy
  • Sitemap
  • Contact Us

Connect to Us

  • Facebook
  • Twitter
  • YouTube
  • Linkedin
Schererville IN estate planning attorneys O'Drobinak & Nowaczyk footer logo

O’Drobinak & Nowaczyk P.C.
Attorney Advertisement

© 2023 American Academy of Estate Planning Attorneys, Inc.