Braun Cathie Kruzel PC Guides Clients Through SECURE Act Changes, Enhancing Retirement Planning Strategies

Braun Cathie Kruzel PC, a firm specializing in estate planning with headquarters in Scottsdale, Arizona, is educating the public about the latest developments and changes in the SECURE Act, implemented in 2022 by President Biden. These modifications have led to significant shifts in estate and retirement planning structures. The release of the SECURE Act 2.0 has been a crucial point of reference for Braun Cathie Kruzel PC as they continue to offer guidance and provide information to their clients.

The changes brought about by the Act have significantly impacted retirement planning, especially regarding the timeline for implementing specific changes and avoiding certain penalties. For further information on these changes, Braun Cathie Kruzel PC's comprehensive blog post can be found here: https://bckazlaw.com/secure-act-2-0/.

Under the leadership of Bradley S. Braun, Gregory M. Kruzel, and Kelley L. Cathie, the law firm provides an extensive range of services, including estate planning, probate and trust administration, business organization and succession planning, real estate services, and charitable gift planning. The firm assists clients navigating the intricate landscape of estate planning, and continually provides new guidance as laws change.

"In the face of the recent changes to retirement and estate planning laws, it's crucial for individuals to fully comprehend how it affects them," said Will Graves, an attorney at Braun Cathie Kruzel PC. "Our goal is to provide clear, concise, and comprehensive information to our clients and the public."

The SECURE Act includes significant amendments such as raising the age for required minimum distributions (RMDs). As of January 1, 2023, the RMD age increased to 73, which will again climb to 75 by 2033. From 2024, individuals investing in a Roth 401(k) account won't be required to take an RMD from designated Roth accounts. Additional details can be found on the Braun Cathie Kruzel website.

Graves further explained, “These changes to the SECURE Act are important for those who are near or over the retirement age to understand. It highlights the evolving nature of retirement planning and the importance for individuals to stay informed and seek expert guidance to ensure that their estate planning strategies remain effective and compliant.”

Braun Cathie Kruzel PC encourages those interested in acquiring more understanding about estate planning changes under the SECURE Act 2.0 to visit their website: https://bckazlaw.com/our-services/estate-planning/. The firm offers plentiful resources, including a guide entitled 'The Foundations of Estate Planning,' available for download on their website.

Despite an continually evolving regulatory landscape, Braun Cathie Kruzel PC maintains confidence in providing relevant legal services. They are committed to advising individuals on optimally structuring their estates for their benefit and that of their heirs. More information about the changes in the Act can be accessed here: https://bckazlaw.com/secure-act-eliminates-stretch-iras-for-many-taxpayers/.

Amid an ever-changing financial environment, Braun Cathie Kruzel PC strengthens its pledge to furnish their clients with timely, beneficial, and accurate information to help them make informed decisions about their retirement and estate planning strategies. This affirmation underscores the firm's faith in its attorneys' abilities to educate its clientele about these changes, positioning them to make sound financial decisions.

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For more information about Braun Cathie Kruzel PC, contact the company here:

Braun Cathie Kruzel PC
Tiffany Beam
(480) 951-8044
info@bckazlaw.com
8501 E Princess Dr #190, Scottsdale, AZ 85255

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