FEDLIFE PODCAST FOR FEDS – The SECURE Act, part 2 – What it means for Feds.
FedLife Podcast (ep. 21): The SECURE Act’s Biggest Changes for Feds
The SECURE Act is hitting fed employees with major changes, including the elimination of the stretch IRA provision. In part two of this mini-series, Dan Sipe and Ed Zurndorfer discuss how federal employees’ beneficiaries will be affected when they inherit IRAs, TSPs, or 401(ks); who is exempt from the new 10-year withdrawal rule; and what proposed eliminations or limitations on retirement tax breaks are circulating in Congress right now. In this episode, you will learn:
- -Which beneficiaries will be most affected by the 10-year rule — and how
- -Which beneficiaries are exempt from the 10-year rule
- -Why IRA trust planning must now be revisited
- -Why you shouldn’t rely solely on social security
- -About the four proposals that are sitting with Congress
- -And more!
Tune in to learn more SECURE Act facts that every fed should know.
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“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.
