Stretch Out IRA Distributions, Even Without ‘Stretch’ IRA
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
What are the Penalty-Free IRA Withdrawals?
The contributions you make to your individual retirement account (IRA) are intended to supplement your income during your retirement years. However, as much as you'd like to let your IRAs remain untouched until retirement, unforeseen expenses may force you to withdraw some of those assets early.
How Can Life Insurance Help My Estate Plan?
As people decide what they should do to benefit their spouses and families, considering life insurance in retirement can help protect, build and transfer wealth in one of the simplest ways possible.