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New RMD Regs Back Annuity-Based Stretch IRAs, Advisor Says
By
Allison Bell
Analysis July 24, 2024 at 12:33 PM
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What You Need To Know
- The IRS brought back the old rules for what happens when individual retirement annuity holders die.
- Some wealth advisors have wondered what those rules really mean now.
- Gary Mettler believes passing on a lifetime retirement annuity is different from passing on an ordinary IRA.
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