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We have also been hearing lots of questions from clients, prospects, friends, and family.
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How to Circumvent the Demise of the Stretch: Strategies to Provide for Beneficiaries Beyond the 10-year Rule
With the new SECURE Act legislation, the stretch has been eliminated for IRAs. Are there other options for my beneficiary to receive the income over a period longer than 10 years?
If you gave part or all of your required minimum distribution directly to a charity through making a QCD (qualified charitable distribution), here are some tips to make sure you’re reporting it correctly on your taxes.