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Dana Vosburgh, CFP®

Managing Director, Advisory Services

Financial Planning » Understanding the SECURE Act: Inherited IRAs and the “Stretch” Concept

March 05, 2020 | Financial Planning

The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Arguably the most noteworthy change is the partial elimination of the “stretch IRA”. Starting in 2020, for IRAs passing to certain beneficiaries – non-eligible designated …


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