June 9, 202000:06:08

New Definitions of Beneficiaries Planning to Use the Stretch IRA Concept

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. More SML Planning Minute Podcast Episodes Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

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