SECURE Act - Podcast

The SECURE Act – Podcast Version

You may have read about the SECURE Act, which passed Congress as part of its December, 2019, budget bill. We’ve written about it in our newsletter (more than once, in fact). Many of our clients are still having a hard time figuring out exactly what it means. The new law is confusing — and significantly…

Retirement benefits and community property

Retirement Benefits and Community Property

Arizona is one of the nine U.S. states operating under the principles of “community property.” The basic premise of community property: assets acquired during the period of the marriage are presumed to belong to the marital community (and thus to the spouses equally). There are lots of qualifications and exceptions, but one issue crops up…