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Is the IRA Stretch of a Lifetime Gone?

Rules are constantly changing. No one can sit back and say I did it I prepared my Estate Plan or I prepared my Financial Plan, because life has a way of interrupting and making things obsolete before their time. Plans should be continuously monitored so they can change when life changes.

Here is one crucial example of how a new law by Congress completely changed how IRAs are inherited and what can be done if you have or know somebody who has a Special Needs Family member.

Remember if you want to discuss or have any questions, please feel free to give me a call. Also feel free to share this video with your family and your friends.

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