All suggestions

Decision tree on the elimination of stretch IRA through SECURE act

14 votes

• If your client has named adult non-spouse children as beneficiaries of IRAs consider . . .

• If client has named minor children as beneficiaries of IRA consider . . .

• If client has named spouse as primary beneficiary but has children consider . . . do nothing . . .

• If your client named a trust as beneficiary of IRA do this . . .

Done Suggested by: Betsy Cunagin • Upvoted: 14 Mar, '22 • Comments: 1

Comments: 1