Tag: StretchIRA Trust

• 401(k) IRA IRS Trusts

  Big News on IRA and 401(k) Distributions at Death

  Due to the IRS’ new regulations, your clients may be hit with a huge tax bill they didn’t expect. If you plan correctly, you have the opportunity to help clients avoid a massive tax hit. That’s because the IRS just issued final regulations about required minimum distributions. The News in…

  July 24, 2024