Got Clients Inheriting Traditional IRAs?

Do you know non-spouse beneficiaries who’ve inherited traditional IRAs? After the SECURE Act of 2019, they may have lost the ability to stretch payouts – and associated taxes – over their lifetimes. Here is an idea that may help.

For annuity information or illustrations contact Beau Blouin with 3 Mark Annuity Marketing at 281-269-2371 or by email at beau.blouin@3mark.com.