Total Credits: 1 including 1 Taxes - Technical
Formerly a go-to strategy for estate planning, the “stretch” IRA met its end in late 2019 when the SECURE Act mandated that any inherited IRAs must be emptied within a ten-year period. For you or your clients searching for alternatives, consider options including Roth IRAs, Charitable Remainder UNITrusts (CRUT), traditional trusts, and how life insurance can benefit heirs over time. Contemplate Section 1035 of the Internal Revenue Code to enact the strategic exchange of non-qualified annuities to achieve a stretch and the role of beneficiary designations in planning.
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
Death of the Stretch IRAs Handout (1.4 MB) | Available after Purchase |
Leon LaBrecque has invested more than thirty years in pursuit of one goal, enriching the lives of everyday people by helping them understand their financial lives. As an attorney, a CPA, a CFP®, and a CFA, he is passionate about making the complex world of financial planning, investing, retirement planning and taxation simpler and more accessible. Whether he is spending time with college students or CEOs and business owners, Leon embodies the principle of placing the best interest of his client at the heart of everything he does.
CPAs who advise clients with legacy planning issues and IRAs
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