Explore "stretchira" with insightful episodes like "Inherited IRA Strategies", "Episode 75 - Insurance Strategies: SECURE Act & LTC - Kim Furnald", "Episode 94 - Ken Carberry - The SECURE Act: Part II" and "Episode 93 - Coleman Benson - The SECURE Act" from podcasts like ""Your Life Simplified: A Financial & Wealth Management Podcast", "Wicked Pissah Podcast", "When the Paychecks Stop™" and "When the Paychecks Stop™"" and more!
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So, how should investors with an IRA manage this and what should beneficiaries do with their inherited IRA? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share strategies investors may consider with their IRAs.
Chris Boyd & Jeff Tomaneng hear from Kim Furnald about the applications of insurance (no pun intended). As a life & health broker, Kim shares her story, and useful tips for how to overcome the tax consequences from the SECURE Act’s move from a lifetime stretch out to a 10-Year distribution requirement. She also discusses various techniques for mitigating the risks to one’s wealth from the costs of long-term care, including hybrid products. In addition, learn about FPA MA’s upcoming Wicked Good Talks virtual conference for 5 CFP CE’s … and a BIG announcement from FPA MA & FPA NNE.
For Kim's case study handouts - go to FPAMA.org/podcast/
Contact Info:
603.770.3714| furnald.kimberly@pennmutual.com
http://linkedin.com/in/kimberlyahrendtfurnald
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