The SECURE Act Part 2 – The Death of the Stretch IRA: EDU #2001

January 8, 2020

The SECURE Act Part 2 – The Death of the Stretch IRA: EDU #2001

Jim and Chris welcome the New Year (already a week in!) with a second part to their SECURE Act topic: in particular, how the SECURE Act impacts existing trusts that have been named beneficiaries to an IRA.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.