Retirement Strategies
Using Tax-Free Income to Prepare For the Death of the Stretch IRA

Using Tax-Free Income to Prepare For the Death of the Stretch IRA

More ways to protect your clients’ retirement savings

Last month, I began examining the likelihood and consequences of the impending death of the stretch individual retirement account.  “Stretching” an IRA refers to the practice of partially sustaining the tax-deferred status of an IRA when, after the death of the owner, the account is left to non-spouse beneficiaries (typically, children). Unfortunately, the stretch IRA is under siege, and

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