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Senate Committee Advances its Version of SECURE 2.0

On June 22, 2022, the Senate Finance Committee advanced provisions that form its version of what has been called SECURE 2.0. The House passed its version in a bipartisan 414-5 vote in late March. Both bills aim at increasing retirement savings and expanding availability and participation in employer sponsored retirement plans. There is optimism that the House and Senate will be able to iron out the differences in their proposals before the end of the year.

Read more to view some of the key provisions of the Senate bill.

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Greenbook Deja’vu: Proposed Tax Increase on Wealthy

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Standby Survivorship Trust an Alternative to an ILIT for Insureds Desiring Control

Situation:  The uncertainty of the estate tax laws has created a dilemma for many taxpayers, estate planners, and insurance professionals. Should moderately high net worth couples take action today to shelter a significant amount from estate tax (under the $12.92 million exemption) by making a large gift; or should they hold off making a large […]

Legislation Addressing Long-Term Care: An Urgent Matter

Why Addressing Long-Term Care is an Urgent Matter Virtually all demographic trends in the United States point to large future increases in the demand for long-term care services and support. By 2050, an estimated 27 million people will need long-term care support.i The population over 65 will almost double by 2050.ii The population age 85 […]

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