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The stretch IRA: A simple yet powerful estate planning tool

$225.00

SKU: ESTjf142. Category: .

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Abstract: If an IRA isn’t needed to fund retirement, it can be used as an estate planning tool to benefit children or other beneficiaries on a tax-advantaged basis by turning it into a “stretch” IRA. This article explains how a stretch IRA works, noting that there are different options for spouses as opposed to other beneficiaries.

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