The Life and Legacy Show

Planning With IRAs After The Secure Act


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The Secure Act, which became effective January 1, 2020, dramatically changes the way you should think about your IRA.  In this episode, Tim Sechler from the Sechler Law Firm discusses the loss of "IRA Stretch" and how the Secure Act has become the "New Death Tax for the Middle Class."  

Learn about the new planning paradigm and a few planning strategies.  Tim discusses leaving your IRA to a trust, Roth conversions and tax planning.  

Estate planning isn't as simple as it used to be.  Listen to this episode to discover how this new law impacts your retirement and what you can do about it.

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The Life and Legacy ShowBy Tim Sechler

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