Client Login Menu
Landmark Wealth Management Logo
  • About
    • Team
    • Mission and Values
    • Certifications and Designations
    • Affiliations
  • Services
    • Investment Consulting
    • Retirement Planning
    • Estate and Generational Wealth Planning
    • Tax Services
  • Approach
  • Insights
  • Contact
Landmark Insights
  • All Items
  • Firm Announcements
  • Wealth Insights
Wealth Insights

SECURE ACT UPDATES

May 1, 2022

Changes in IRS regulations will impact IRA inheritances and will have tax implications for beneficiaries.

Secure-Act-UpdatesDownload

Want to learn more?

If you are interested in learning more about how the team at Landmark can help you manage your financial success, contact us today.

Contact Us

landmark Logo
2410 North Forest Road, Suite 101 Getzville, NY 14068
716 810 9594 info@landmarkfirm.com 2024 Landmark Wealth Management©Legal and Disclosures
Landmark Wealth Management BBB Business Review