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Stretch Ira Trust Template Form

Stretch Ira Trust Template Form

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hey there so in this video we're going to talk about the new secure act inherited IRAs and stretch IRAs okay so let me give you some background on Paul ramble a I'm an estate planning attorney to help our clients get and keep their legal affairs in order and up until January 1st of 2020 when an IRA owner died and named non spouse beneficiaries of their IRA then those beneficiaries could take those required minimum distributions or those taxable distributions over the beneficiary's life expectancy so let me get let me give you let's give you an example let's say you know dad had a million dollar IRA he died he left named his wife or mom as the designated beneficiary the rule hasn't changed there mom could you know move dad's IRA and into an IRA in her name and then under the old rules when mom died and left the IRA two non spouse beneficiaries let's say the children then the children regardless of their age could start taking distributions over the children's remaining life expectancy l

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