An Individual Retirement Account strategy designed to prolong or "stretch" the period of time over which earnings can be tax deferred. This strategy is used when an investor does not need all of the funds from the retirement account, and wishes to create an estate that can extend for generations. Beneficiaries will still need to take the required minimum distributions.
Related information about stretch IRA:
- What is the "stretch IRA" concept?
Dec 9, 2009 ... The "stretch IRA" is not a new IRA account on the market, or even a new investment concept, it is simply a wealth transfer method that allows ...
- Want To Leave Money To Your Family? Stretch Your IRA
Jun 22, 2010 ... When looking into retirement investing options, you may have come across the term 'stretch IRA'. This is actually not a category of IRA, such as ...
- How To Stretch Out An IRA - Forbes.com
May 4, 2010 ... "Do I have to convert a traditional IRA to a Roth to make it a 'stretch' IRA?" she asked. The short answer is: Absolutely not. But what a wake-up ...
- Inherited or Stretch IRAs
This is called an "Inherited IRA" or "Stretch IRA" (see related story in this issue). Of course, based on their life expectancy, your clients' beneficiaries will have to ...
- Congress Fires Warning Shot At Stretch IRAs, Threatens 5-Year ...
Feb 9, 2012 ... The "stretch IRA" is a popular estate planning strategy, where the (typically non- spouse) beneficiary of the IRA stretches out required minimum ...
- 'Stretch' IRA tax shelter on the chopping block | Reuters
Feb 14, 2012 ... (Reuters) - Inherited retirement accounts are truly one of those gifts that keep on giving because heirs can benefit for many years without much ...
- Fool.com: The New S-T-R-E-T-C-H IRA
By Roy Lewis. There is a bunch of money kickin' around in traditional IRAs these days. It may have come from large corporate pension plan rollovers, or it may ...
- RMD & Stretch IRA Calculator - Dinkytown.net Financial Calculators
RMD & Stretch IRA Calculator: The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your ...