Two Special Trusts to “Stretch” IRAs

After the SECURE Act, most IRA beneficiaries are required to withdraw the balance of the account within 10 years after the owner’s death. The details of those rules can be found in my prior post here. In that post, I also introduced the concept of using an Accumulation Trust (i.e. a trust as beneficiary of … Continue reading Two Special Trusts to “Stretch” IRAs