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    How to Help Clients Leave a Legacy (Without Using a Stretch IRA)

    Posted by Bill Jackson J.D. CLU on Wed, Feb 12, 2020 @ 12:00 PM

    When clients think about leaving a legacy for their children, they have several choices. In the current environment there is a high probability the earmarked asset is an IRA account. With the passing of the SECURE Act, that could pose a problem. Here’s why:

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    Tags: IUL (indexed universal life insurance), Inherited IRAs, best sales techniques

    What are the SECURE Act Opportunities?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 08, 2020 @ 12:00 PM

    On December 20, 2019, President Donald Trump signed into law a spending bill containing the SECURE Act (Setting Every Community Up for Retirement Enhancement Act). The new legislation took effect on January 1st of 2020, giving only 11 days (minus holidays and weekends) for everyone to adjust. This has left many financial institutions and financial professionals affected and scrambling to prepare.

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    Tags: IUL (indexed universal life insurance), annuity, retirement strategies, Inherited IRAs

    Pending Legislation Could Affect Inherited IRAs in a Big Way

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jun 26, 2019 @ 12:00 PM

    For archival purposes only -- see Editor's Note at the bottom of this post.

    Inherited IRAs, or “Stretch IRAs,” as we know them today could soon be history. There are two retirement bills floating through Congress that aim to overhaul America’s retirement system.

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    Tags: Inherited IRAs

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.