Stretch Out IRA Distributions, Even Without ‘Stretch’ IRA November 25, 2020 Bill O’Leary, Esq. Asset Protection, Elder Law, Estate Planning The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss. Read More
Are You Making the Most of the SECURE and CARES Acts? June 24, 2020 Bill O’Leary, Esq. Estate Planning There have been several law changes that affect IRAs passed since December 2019. Read More