NOT FOR REPRINT
Use an Annuity to Solve the Stretch IRA Problem: Idea File
By
Allison Bell
News April 22, 2022 at 10:19 AM
Share & Print
What You Need To Know
- The stretch IRA strategy once helped clients pass IRAs on to any desired heirs.
- The Secure Act sharply limited the tax-deferring powers of inherited IRAs.
- Mettler contends that a single-premium immediate annuity can give an IRA durable stretchiness.
NOT FOR REPRINT
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
