The Lifetime Income Series: Understanding the Benefits of the Stretch IRA
Case Study: A “1%-er” Plans for Retirement
In this week’s edition of The Lifetime Income Series, Jim begins by taking a close look at the “Stretch IRA”, discusses it’s benefits and provisions, and explains why it may prove beneficial in your estate planning process. The next topic is a case study, “A ‘1%-er’ Plans For Retirement”. Jim looks at an example of a high income individual reacting to recent tax increases, and illustrates how people will act if the government changes the rules.