Tag: #Rmd

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…

New Podcast Interview

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

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