On today's show, we'll follow-up on an earlier conversation about the SECURE Act's impact on the Stretch IRA and talk about how the Senate's plan (RESA) spells even greater doom for IRA owners with large balances. If you have a lot saved in an IRA and might pass it to a non-spouse beneficiary one day, this conversation better be on your radar.
Show Notes & Info:
Episode 21: https://yourretirementelevated.podbean.com/e/how-the-secure-act-might-impact-your-financial-plan/
Article: https://401kspecialistmag.com/will-secure-act-be-the-end-of-stretch-iras/
Podcast Site: https://listentoscott.com/
Retirement Classes: https://www.retirementelevated.com/courses/
Call: (913) 393-4724
Version: 20241125
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