Titan Talks: "SECURE ACT: The Ticking Tax Time Bomb"

Streaming Media

Publication Date

6-28-2022

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Presenter: Jordan Fish, CFP, IWU Director for Advancement and Gift Planning

Abstract

For those who will inherit IRAs or 401(k) assets, the SECURE Act eliminated the ability to “stretch” the taxable distribution of assets for your heirs over their lifetime.

This elimination is expected to generate $18.4 billion in accelerated taxes in just the next ten years! How can you plan? Is there anything you can do now?

Disciplines

Higher Education

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