Including How to Protect Your Nest Egg from the Pending Death of the Stretch IRA Legislation
The Ultimate Retirement and Estate Plan for Your Million Dollar IRA was written to let IRA owners know about the proposed change to the law. It has a detailed explanation of the current law and compares it to the proposition that Congress is voting on right now.
The Ultimate Retirement and Estate Plan for Your Million Dollar was written and went to press before the Committee vote on September 21, 2016. In general, the specifics of their proposition were remarkably similar to what Jim has outlined in this book. There is, however, one significant difference between what he anticipated the law would look like and the proposal that the Finance Committee passed unanimously and presented to Congress.
This exclusion opens up the door to additional planning techniques that are not covered in this book. The author wrote a special addendum to the book that is available at no cost and can be found at paytaxeslater.com/addendum.