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Newsroom View

Did the SECURE Act Kill the Stretch IRA?

Friday, March 20, 2020

What the new rules say about paying taxes on inherited funds

Starting this month, IRA expert Ed Slott is taking your questions about Individual Retirement Accounts. He starts by addressing what to do about new rules in the 2020 SECURE Act that  affect most beneficiaries who inherit tax-deferred funds starting this year.

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I.R.A. Rules Have Changed, and Heirs Need to Pay Attention

Wednesday, March 4, 2020

“You could take little crumbs out, and let it grow tax-deferred over decades,” said Ed Slott, a certified public accountant and I.R.A. expert in Rockville Centre, N.Y. Required annual withdrawals were based on life expectancy, so the technique was especially helpful for young children or grandchildren, whose mandatory withdrawals would be quite small.

Now, heirs have just 10 years to drain an account.


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Ed Slott and Company's Sold Out 2-Day IRA Workshop Covered the Latest SECURE Act Information

Monday, February 24, 2020

Financial Professionals are Encouraged to Attend Next Workshop in Nashville on July 9-10

NEW YORK, Feb. 25, 2020 -- With new retirement planning laws in place, the demand for education among financial professionals is higher than ever. This is evident as Ed Slott and Company's recent 2-Day IRA Workshop in San Francisco sold out in record time. More than 200 advisors attended this educational workshop where they earned CE credits and gained a new understanding of the opportunities and challenges surrounding the SECURE Act. 

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