Show notes
New Definitions of Beneficiaries Planning to Use the Stretch IRA Concept
Episode 77 - The SECURE Act affects beneficiaries who inherit an IRA account in 2020 or later. But in spite of what you might have heard, the concept of the stretch IRA has not been completely eliminated. The Act has limited the concept of a stretch IRA for payments over the life expectancy of a beneficiary to five specific groups.
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