Death of the Stretch IRA? – Part 2 We wrote about the death of the Stretch IRA as of January 1st, 2020 in our first blog (Read Part 1 Here). A change in law usually means a change in plans. Here’s more details as to how this change in the law may bring about other... [Read More]
The End of the Stretch IRA?
Background The IRS has always taken the position that your Retirement Accounts – IRA, 401(K), 403(B), etc. are to be used to assist you with your retirement expenses and used during your lifetime. Therefore those accounts are to have the money pulled out of them and the Deferred Income Taxes paid during your lifetime. The... [Read More]