A new law killed the “stretch IRA” strategy for nonspouse heirs, but it spawned another opportunity to aid some beneficiaries.
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When One IRA Window Closed, Another Opened
Tag Archives: SECURE Act
A New (But Not Improved) Retirement Option
A new law helps employers offer retirement plan annuities, but doesn’t make annuities a better choice for most workers.
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‘Stretch IRAs’ Snap Back
Just in time for the new year, Congress moves to change IRA rules to make “stretch IRAs” considerably less flexible.
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Some PEP For Small Businesses
New rules taking effect in 2021 make it easier for small businesses to band together to offer employee retirement plans.
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