Episode #23

How the Secure Act Changed Estate Planning with Karen Johnson

08.04.2023

This week Drew Interviews estate planning attorney Karen Johnson on how Secure Act 1.0 and its companion Secure Act 2.0 have fundamentally altered estate planning. They also touch on how the changes in the Required Minimum Distribution Rules for IRAs could lead to a tax nightmare for certain estates and why conversions to Roth IRAs and Roth 401(k)s could be all the more important.