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Episode 67: Death of the Stretch IRA, Why Life Insurance is the New Stretch IRA

Jul 13, 2020

Nate shares strategies for potentially lowering taxes as a result of some of the new IRA distribution rules inside of the Secure Act.

Here are just a handful of the things that we'll discuss:

  • What was a stretch IRA?
  • Forced withdrawals
  • Tax Brackets
  • Who is affected by the death of the stretch IRA?
  • What is going to replace the stretch IRA?

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