Podcast: Planning Ideas with the SECURE Act’s 10-Year Rule
July 10, 2020
The elimination of the ability to stretch IRA and qualified plan distributions over the life of the beneficiary has made effective planning a bit more challenging. In this episode, learn from Bob Keebler and Jonathan Blattmachr as they explore the SECURE Act’s 10-year rule and planning strategies for your clients, including:
- Using CRUTs or NIMCRUTs to simulate a payout that is longer than 10 years
- Considerations for planning with trusts and s-corporations
- How to create a plan that gives your clients flexibility and opportunities
- How to calculate the math and determine the timing of these planning strategies
Access the related resources from this podcast:
- SECURE Act resources, podcasts, and charts from Bob Keebler in the Proactive Planning Toolkit
- 10th edition of The Adviser’s Guide to Financial and Estate Planning updated for SECURE
- Article analyzing the CRUT and NIMCRUT strategy
The episode is brought to you by the AICPA’s Personal Financial Planning Section (www.aicpa.org/pfp), the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential (www.aicpa.org/pfs) program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.
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