Reply To: Please post an article on almost-repeal of the Stretch IRA

Home Fairmark Forum Retirement Savings and Benefits Please post an article on almost-repeal of the Stretch IRA Reply To: Please post an article on almost-repeal of the Stretch IRA

#3334
sonofagunk
Participant

Yea, still waiting for things to settle, but I have a general question about when they talk about limiting by size of the account. When they say $450k limit, do the refer to the account of the deceased or the account of the beneficiary? $800k account split between 2 beneficiaries, is that 1 $800K account or 2 $400k accounts?

Thanks

And if you do an article on stretch (obviously after the law passes), please include a part of its affect on FAFSA (and if the account is the parent’s or the student’s). Lots on confusion on that part