Brandon Mather, CFP®, CEPA, ChFEBC®, Senior Vice President and Financial Advisor at Wealth Enhancement Group authored a byline published by Kiplinger, “Charitable Remainder Trust: The Stretch IRA Alternative.”
The new regulation necessitates the full taxation of inherited IRA funds by the end of the 10th year following the death of the original account holder.
When compared to the long-term benefits of the stretch IRA, this new rule felt like a significant reduction of flexibility.
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