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.
She is based out of Akron, OH. 4 Scott Swain is Partner, Tax and Family Wealth, Cohen & Co, Cleveland, OH. ... Plan owner’s spouse will have to be distributed within 10 years of the Owner’s death. There are exceptions for minor children, disabled beneficiaries, or chronically ill beneficiaries. ...
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