- Name younger beneficiaries
- Be sure your beneficiary designations are up to date
- Discuss the Stretch IRA with your beneficiaries
After that, its time to consider the next steps to maximize the after-tax value of your IRAs for the next generation.
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- Name younger beneficiaries
- Be sure your beneficiary designations are up to date
- Discuss the Stretch IRA with your beneficiaries
After that, its time to consider the next steps to maximize the after-tax value of your IRAs for the next generation.