Stretch IRA – Alive and Well! | Savings vs Investment IRA | Annuity IRA case study with Gary Mettler

My discussion with Gary on the recent clarification regarding the stretch IRA and the SECURE ACT.Show more

Case Study:
- Savings vs Investment IRA (Balance Divided | Moving Income)
- Annuity IRA Info (Periodic Payment Annuity Contracts and Defined Benefit Pension Plans)
- Annuity IRA Sample Case (Annuity Stretch IRA, Three Parties | Maximum deferral benefit)
- Cost of Living Adjustments | Period Certain | Survivor and beneficiaries

Power Point Case Sample in PDF - https://img1.wsimg.com/blobby/go/369500a8-c330-416e-9301-24889d16b18d/downloads/GaryMettlers-Stretch-IRA-Alive-and-Well!_05.27.pdf

Gary's info:
LinkedIn - https://www.linkedin.com/in/gmettler/

Get Gary's book at Amazon: Always Keep Your Hands Up - https://smile.amazon.com/Always-Keep-Your-Hands-Immediate-ebook/dp/B00QGXKSFM/ref=sr_1_1?crid=SEKN5BJKTOUX&keywords=gary+mettler&qid=1652459187&sprefix=gary+mettler%2Caps%2C102&sr=8-1

Previous Video: Review of Gary's Stretch IRA update April 2022 - https://youtu.be/0Bby0bqXv6M

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Video recorded via Zoom