3 Ways to ‘Stretch’ Out IRA Distributions
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Ethan Huizenga
November 30, 2020
IRAs and the SECURE and CARES Acts
There have been several law changes that affect IRAs passed since December 2019.
Ethan Huizenga
June 30, 2020
Tapping an Inherited IRA?
When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you’re a beneficiary, you have to decide how you’re going to use it—a decision that’s a little more complicated this year than it normally is.
Ethan Huizenga
June 22, 2020
Loss of Stretch IRA is Not Such a Big Deal
The stretch IRA is dead and everyone (including me) is writing about how this is the apocalypse for IRA planning. Well, it isn’t. Let’s all take a deep breath.
Ethan Huizenga
April 7, 2020
Alternatives for Stretch IRA Strategies
The elimination of the Stretch IRA is a game changer, especially for parents who were considering bequeathing savings in IRAs to their children.
Ethan Huizenga
March 2, 2020
The SECURE Act and Your Retirement
While most of us had stockings and menorahs on our minds, President Trump on Dec. 20 signed the Secure Act that makes the most significant changes in retirement accounts we’ve seen in years.
Ethan Huizenga
February 27, 2020
SECURE Act Means It’s Time for an Estate Plan Review
Congress passed an important retirement-savings law called Setting Every Community Up for Retirement Enhancement, or the SECURE Act of 2019.
Ethan Huizenga
February 5, 2020
How Does the SECURE Act Change Your Estate Plan?
These changes are so significant that every such plan holders should review their wishes and how their estate plans may be affected.
Ethan Huizenga
January 27, 2020
