Re-Creating the Stretch IRA: Tax Advantaged Strategies to Replace What the SECURE Act Took Away


Non-spouse IRA beneficiaries lost a major tax break when the SECURE Act eliminated the ability to “stretch” required distributions over the course of their lifetime. To fill the void, we’ll address a number of planning strategies to achieve your legacy goals while leaving a smaller tax bill for your heirs.


Gary Dalessandro, CPA/PFS, CFP®

Aaron Dayton, CFP®

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