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SECURE Act’s 10-Year Rule Brings New Planning Opportunities

By now, most IRA owners have heard the bad news. The SECURE Act eliminates the stretch IRA for the majority of beneficiaries who inherit in 2020 or later. Instead, for most, a 10-year payout rule will apply. Here is how this new rule works and how, for some beneficiaries, there may be new planning opportunities available.

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It Isn’t Black or White

This isn’t a question of putting money before life. This is a question of loosing everything we have spent years building instead of compromising.

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