Stretch IRA Rules and More: EDU #2445
November 6, 2024
Jim and Chris sit down to discuss a few things Jim brought back from his recent Ed Slott conference including a discussion of ALAR (10-year RMD rule) and stretch IRAs. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E45.mp3 Podcast: Play in new window | Download (Duration: 1:00:29 — 27.7MB) Subscribe:...
Listen NowFive Alternatives to the Stretch IRA: EDU #2032
August 12, 2020
Jim and Chris discuss the elimination of the stretch IRA and provide five alternative strategies to utilize in its place. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E32.mp3 Podcast: Play in new window | Download (Duration: 1:25:15 — 37.1MB) Subscribe:...
Listen NowPlanning Opportunities Due To the Death of the Stretch IRA: EDU #2017
April 29, 2020
Jim and Chris discuss a topic brought to us from a listener’s email: what are some planning opportunities that might exist because of the death of the stretch IRA? https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E17.mp3 Podcast: Play in new window | Download (Duration: 1:48:12 — 49.5MB) Subscribe:...
Listen NowAlternatives to the Stretch IRA: EDU #2002
January 15, 2020
Today Jim and Chris discuss the “work-arounds,” or alternatives to the Stretch IRA. In past shows they’ve talked about the death of the Stretch IRA, and in particular with this episode they’ll dive into the new beneficiary category: the eligible designated beneficiary....
Listen NowThe SECURE Act Part 2 – The Death of the Stretch IRA: EDU #2001
January 8, 2020
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. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E47.mp3 Podcast: Play in new window | Download (Duration: 1:10:10 —...
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