SECURE Act Silver Linings: Still Open for Inherited Business

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

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