Category: 2022

Annuity Stretch IRA (Post 02.24.2022)

“The news of my death has been greatly exaggerated” – Mark Twain The Stretch IRA continues to survive. The “investment industry” has written much about the death of the Stretch IRA who; would have you believe, the Stretch IRA is dead.  My recent attempts to publish in the investment industry have been met with several rejections.  Not surprising because, the “investment industry” is not part of the IRS stretch IRA exempted class…

Stretch IRA – A Triumphant Return!

“Hello Boy’s, I’m Back!” – Russel Case “Independence Day” The annuity Gods once again smiled upon us when the IRS in a stunning “clarification” 02.24.2022 stated; The Secure Act’s (01.01.2020) 10 – year distribution rule does NOT apply to certain annuity contracts (single premium immediate annuity – SPIA) and defined benefit pension plans. Required Minimum Distributions (RMDs) from “defined benefit” plans and certain annuities are now covered separately by section 1.401(a)(9)-6…

New Podcast Interview

David Macchia's Outstanding Advisor Podcast S01 E04 - Gary Mettler | Outstanding Advisor Podcast #004 >LISTEN HERE<