From Stretch IRA to Tax Trap: What Changed and What to Do

Today, we’re tackling one of the biggest shifts in retirement planning in years—and most people don’t even realize it yet. The rules have changed. The stretch IRA is gone, the 10-year rule is here, and required distributions are moving targets. But here’s the real story: Roth conversions aren’t just about your retirement anymore… they’re about your kids, your grandkids, and the tax bill they could inherit. If you’ve saved well, this episode could help you keep more of it in your family—and out of Uncle Sam’s hands. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.