ILLUSTRATION BY DAN PAGE 03/2020 KIPLINGER’S PERSONAL FINANCE 9
IF YOU PLAN TO LEAVE A HEFTY
part of your IRA to your adult chil-
dren, you may want to schedule
an appointment with your estate-
planning attorney and your finan-
cial planner. Don’t be surprised if
they’re booked up for a few weeks.
That’s because the Setting Every
Community Up for Retirement En-
hancement (SECURE) Act, signed
AHEAD
SOME HEIRS COULD
FACE A TAX SQUEEZE
IRA owners should review their estate plan as a
new law puts an end to stretch IRAs. BY MIRIAM CROSS
TOPIC A