SECURE Act Silver Linings: Still Open for Inherited Business
May 26, 2021 @ 11:00 am - 12:00 pm
Position Your Clients to Pursue Legacy Goals
The elimination of the Stretch IRA for many non-spousal beneficiaries has completely changed retirement and estate planning for qualified funds – in many cases, upending decades of intent. As awareness grows in the wake of the SECURE Act, it’s essential you first know what has and hasn’t changed … as well as next steps for addressing client needs. Action items include:
Help clients review IRA beneficiaries and rethink distribution strategies.
Consider if it’s time clients start spending some qualified dollars on more tax-efficient assets.
Get up to speed on a qualified SPIA to life insurance case study.
Know that, as NQ stretches remain alive and well, clients may want to consider those assets over the lifetimes of their beneficiaries
Position Your Clients to Pursue Legacy Goals
The elimination of the Stretch IRA for many non-spousal beneficiaries has completely changed retirement and estate planning for qualified funds – in many cases, upending decades of intent. As awareness grows in the wake of the SECURE Act, it’s essential you first know what has and hasn’t changed … as well as next steps for addressing client needs. Action items include:
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