SensibleandHour ly
Level 8
09-22-2020
03:50 PM
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Thank you both. I'm curious if she could use the stretch IRA option as a non-spouse since the decedent passed away in 2017. If I understand the changes correctly under the Secure Act, non-spouse beneficiaries can no longer take that option and must disburse the funds within 10 years? However, is there any lee-way because she inherited before the Secure Act?
Cheers,
Dawn