Although the SECURE Act eliminated the stretch IRA strategy for most designated beneficiaries, there is a strategy where IRA distributions may be coupled with a charitable remainder trust to duplicate the stretch IRA strategy. Read this article from The Nautilus Group®, which is a service of New York Life Insurance Company, to learn how IRA distributions to a CRTs can effectively alter the SECURE Act’s 10-year payout for asset protection, estate planning, retirement income, and charitable planning purposes. The Nautilus Group and its Member Agents do not offer tax, legal or accounting advice. Securities are offered through Registered Representatives of NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2028
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