The Lifetime Income Series: Understanding the Benefits of the Stretch IRA

Case Study: A “1%-er” Plans For Retirement

Big Picture12/01/2012
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Jim Puplava

James J Puplava CFP with John Loeffler

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.

About James J Puplava CFP

James J Puplava CFP
President, Chief Investment Strategist at PFS Group
Primary Tel: 888.486.3939
Other Tel: 858.487.3939
Fax: 858.487.3969
PO Box 503147 San Diego CA 92150-3147 USA

http://www.puplava.com

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