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Partners Advantage Blog

How to Help Clients Leave a Legacy (Without Using a Stretch IRA)

Wed, Feb 12, 2020 @ 12:00 PM

When clients think about leaving a legacy for their children, they have several choices. In the current environment there is a high probability the earmarked asset is an IRA account. With the passing of the SECURE Act, that could pose a problem. Here’s why:

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