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

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

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Jim Puplava

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.

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About James J Puplava CFP