News & Insights: michele a lazzara

Protecting Your Wealth - Estate Planning Strategies to Consider Following the Elimination of the Stretch IRA


By Michele A. Lazzara  |  March 16, 2021

The Secure Act introduced a number of changes to the existing retirement plan contribution and distribution rules. One of the most notable was the elimination of the “stretch IRA,” an often-employed strategy that helped to limit required distributions on an inherited IRA and, in many cases, avoid a sizable tax bill in the process.