Skip to main content

 iCapital

  • Home
  • Client Access
  • Resources 
    • Investor Education
    • Useful Websites
    • Financial Calculators
  • Contact

    You are here

  1. Home
  2. Archived Blog
  3. February 2022

February 2022

SECURE Act Changed IRA and Retirement Plan Inheritance Rules

Submitted by iCapital on February 15th, 2022

At the end of 2019, President Trump signed a federal spending package that included the Setting Every Community Up for Retirement Enhancement (SECURE) Act. A provision in this legislation effectively eliminated the "stretch IRA," an estate-planning strategy that allowed an IRA to continue benefiting from tax-deferred growth, potentially for decades.

  • Read more

Don’t Like Where You are Financially? Change Your Behavior

Submitted by iCapital on February 8th, 2022

When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most, which is why programs like Nutrisystem and Weight Watchers are so popular; because they provide a system for automatically controlling portions and nutrition.

  • Read more

Understanding Investment Risk

Submitted by iCapital on February 8th, 2022

All investors – be they conservative, moderate or aggressive – need to understand that the level of returns they expect to generate is directly related to the amount of risk they are willing to assume – the higher the return, the higher the amount of risk one needs to take.

  • Read more

Recent Blog Posts

  • It's Never Too Late to Save for Retirement
  • What does "Wealth" Mean to You?
  • Financial FAQs

Archived Blog

  • May 2025 (1)
  • April 2025 (1)
  • April 2023 (1)
  • July 2022 (2)
  • April 2022 (1)
  • February 2022 (3)
  • May 2021 (2)
  • February 2021 (2)
  • December 2020 (2)
  • June 2020 (9)
  • April 2019 (1)

Address

62 Plympton Street
Boston, Massachusetts
02118 United States

Contact Us

617-542-8700

info@icapllc.us

 CEFEX Certified

  • Client Relationship Summary
  • Firm Brochure
  • Privacy Policy
  • Site Disclaimer

© 2025 iCapital. All rights reserved.

Website Design For Financial Services Professionals