Retirement Starts Today Radio

Welcome to this episode of our Retirement Rewind. Retirement Rewind episodes are so informative that we decided to play them again while I take the month of December to spend a bit more time to enjoy my family. Estate planning attorney, John Ross from the Big Picture Retirement podcast, joins me to discuss how you can preserve your IRAs for your heirs in the wake of the SECURE Act. Check out this interview to discover how to optimize legacy tax planning, how to utilize an accumulation trust, and learn about the charitable remainder trust. Outline of This Episode [1:22] How has the loss of the stretch IRA changed estate planning? [4:06] An accumulation trust may be the key to planning your estate [6:44] A new opportunity for state income tax planning [9:22] How to turn a 10-year stretch into a 20-year stretch [16:32] A case study [18:44] You may want to consider a charitable remainder trust How has estate planning changed with the elimination of the stretch IRA? The SECURE Act brought about huge changes to e