Episode # 219 – The Stretch IRA is Dead – Here’s What To Do

January 17, 2020

The stretch IRA, an estate planning strategy that extended the tax-deferred status of an inherited IRA passed to a beneficiary other than your spouse, has been eliminated with the recent passage of the SECURE Act. CFN’s John Walker is joined by CPA’s Jim Tate and Tim Joseph to discuss the implications of the change and share important planning strategies that will help reduce the tax burden of the individual inheriting an IRA.   

Program Length: 20 minutes

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