1. Goal
  2. SECURE Act
  3. Alternatives to the Stretch IRA

Goal

to help clients get the most out of their retirement accounts

SECURE Act

Date enacted: ==???==

Explain the various changes the SECURE Act made to the rules concerning retirement benefits

eliminates stretch IRA by requiring benefits to be distributed within 10 years of the IRA owner’s death

Alternatives to the Stretch IRA

using charitable remainder trusts