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The NOT so Stretchy Stretch IRA: 3 Alternatives (Presented By: Craig Ferrantino, CWS®, CFF®)

February 3 @ 7:00 pm - 7:30 pm EST

In 2019, Congress passed the SECURE Act, effectively eliminating access to an estate planning strategy called the Stretch IRA. In the flurry of events and legislation that have transpired since then, it is easy to forget that this change occurred. At this webinar, we will discuss the implications of the SECURE legislation and explore alternatives to still meet your estate planning goals.

The Not so Stretchy STRECH IRA: 3 Alternatives

2/3/20227:00pm EST30 minutes
In 2019, Congress passed the SECURE Act, effectively eliminating access to an estate planning strategy called the Stretch IRA. In the flurry of events and legislation that have transpired since then, it is easy to forget that this change occurred. At this webinar, we will discuss the implications of the SECURE legislation and explore alternatives to still meet your estate planning goals.

We will examine alternatives to the Stretch IRA strategy including:
- Roth Conversions
- Life Insurance
- Charitable Remainder Trusts

And discuss the pros and cons of pursuing each strategy. With proper estate planning becoming increasingly important to protecting your assets from taxation at death, this is an opportunity to explore some valuable tax-mitigation and wealth transfer strategies. We are always happy to answer any questions you may have about the estate planning process. If you have any questions about the event or would like to submit a question beforehand, please email jenna@craigjamesfinancial.com.

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.

 

Details

Date:
February 3
Time:
7:00 pm - 7:30 pm EST
Event Category:
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