Transcription of The GUIDE to Stretch IRA Rules Under the SECURE Act
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The GUIDE to Stretch IRA Rules Under the SECURE Act
The GUIDE to Stretch IRA Rules Under the SECURE Act:What Has Changed and What to Do Leon C. LaBrecque, JD, CPA, CFP , CFAH eather Welsh, CFP , AEP , MSFS Scott Swain, CPA, CFA, CFP , MT GUIDECHECKLISTCASE STUDIES1 2020 Sequoia Financial Group. All rights reserved. The GUIDE to Stretch IRA Rules Under the SECURE ActWhat Has Changed and What to Do1 Leon C. LaBrecque, JD, CPA, CFP , CFA2 Heather Welsh CFP , AEP , MSFS3 Scott Swain, CPA, CFA, CFP , MT4 Abstract and SummaryThe President signed into law the Setting Every Community Up for Retirement Enhancement ( SECURE ) Act.
Distribute using the Single Life Expectancy Table using the spouse’s current age each year. Distributions do not have to begin until the owner would have turned 70½. Distribute using the Single Life Expectancy Table using the beneficiary’s age at year-end following the year of the owner’s death reduced by 1 for each subsequent year.
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