The IRA Advisor's Resource Center
These articles are designed to keep the trained IRA advisor current and on top of all of the new rules. IRA distribution rule changes can provide advisors and their clients with new financial planning and tax saving opportunities.
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Since 2001 we’ve all heard lots of talk but have seen very little action regarding the new IRA distribution rules that created the Stretch or Multi-Generational IRA. In 2002 the new rules created a new and powerful financial planning opportunity that can turn a modest IRA into a lifetime of income for IRA owners...