The Stretch IRA Strategy Is Largely Gone. Here Are 5 Alternatives to Consider.

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    | February 11, 2020

     

    Passage of the most sweeping retirement legislation in more than a decade means certain beneficiaries can no longer take advantage of the “stretch” opportunity where a traditional individual retirement account could be drawn down over their lifetime to minimize the tax burden.

    There is good news and bad news for retirement savers whose stretch-IRA strategies were upended by the Secure Act.

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