The Secure Act passed by Congress and signed into law by President Trump in late 2019 will greatly affect some taxpayers and have zero net effect on others. For example, if you have kids and grandkids you want to leave some money to…well…your IRA just became a big tax time bomb for your heirs!. That’s because the lifetime Stretch IRA has been eliminated beginning right now in 2020. That said, all stretch IRAs initiated in 2019 and before are all grandfathered in, with no effect. But there are several other new details that you need to know including a shocker when it comes to Roth IRAs and Roth conversions! Today on Mastering Money Steve and I continue our deep dive into the Secure Act and our bench is DEEP! Independent CPA Nick Stefaniak also joins us! Our goal is to make sure you know where you stand in 2020 and beyond… You definitely don’t want to miss today’s show, MASTERING MONEY is on the air!!!
Mastering Money 1/16/20
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