Stretch IRA Substitute - a podcast by Security Mutual Life Advanced Markets Team

The SECURE Act eliminated the use of the “stretch” IRA, but there may be a way to replace that lost wealth and accomplish a similar goal by using the combination of a life insurance trust and a Single Premium Immediate Annuity. Learn more here.

Further episodes of SML Planning Minute

Further podcasts by Security Mutual Life Advanced Markets Team

Website of Security Mutual Life Advanced Markets Team