Use an Annuity to Solve the Stretch IRA Problem: Idea File
April 26, 2022 by Allison Bell
Gary Mettler believes he has discovered a solution to a painful new estate planning problem: the death of the stretch IRA.
Mettler — who bills himself as the “Annuity Maestro” — says the new IRS proposed required minimum distribution regulations show that taxpayers can get around the effects of the change by making single-premium immediate annuities, or SPIAs, part of their estate planning arrangements.
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Originally Posted at ThinkAdvisor on April 22, 2022 by Allison Bell.
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