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<span style="font-style: normal; font-size: 15px;" class="">Dear List Mates,</span>
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<div class=""><span style="font-style: normal; font-size: 15px;" class="">Can you recommend a good resource to deepen one’s understanding of handling beneficiary designations and compliance with the 10-year RMD rule under the SECURE Act? </span></div>
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</span></div>
<div class=""><span style="font-style: normal; font-size: 15px;" class="">I am working on a testamentary trust with adult children to benefit from parents ’retirement accounts.</span></div>
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<div class=""><span style="font-style: normal; font-size: 15px;" class="">Thanks in advance for your help,</span></div>
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<div class=""><span style="font-style: normal; font-size: 15px;" class="">Neli</span></div>
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<div class="" style="font-size: 12px; margin: 0px;"><font color="#5bd2e6" class="">___________________________________</font></div>
<div class="" style="font-size: 12px; margin: 0px;"><b class=""><font color="#1b40af" class=""><font class=""><span class=""> Neli Espe, J.D., </span></font><font class=""><span class="">Olympic Legal </span></font></font></b></div>
<div class="" style="margin: 0px;"><span class="" style="color: rgb(19, 63, 233); font-family: Eurostile; font-size: 12px;"> </span><font color="#003649" class=""><span class="" style="font-family: Eurostile; font-size: 12px;"> </span><span class="" style="font-size: 12px;"> 360.630.3635</span></font></div>
<div class="" style="margin: 0px;"><font color="#003649" class=""><span class="" style="font-size: 12px;">2114 Commercial Ave., Anacortes</span></font></div>
<div class="" style="margin: 0px;"><span class="" style="color: rgb(19, 63, 233); font-size: 12px;"> <a href="http://olympiclegal.com/" class="">olympiclegal.com</a></span></div>
<div class="" style="margin: 0px;"><span style="font-size: 12px;" class=""><span class=""><font color="#1b40af" class=""><font class=""><span class="">Estate Planning </span></font><span class="">|</span> Probate </font></span><span class=""><font color="#1b40af" class=""><span class="">|</span> Real
Estate</font></span></span></div>
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