Jason Jafferis from Prudential joins the B.R.E.W. to discuss important changes brought on by the SECURE Act. One of the most impactful changes is the loss of the IRA “stretch” provision, which was used by many clients to provide legacies to loved ones. The new 10-year payout option for qualified plan beneficiaries opens the door to a mechanism to fund life insurance for a tax-free legacy.
