PIF the Magic Dragon – Part II A PIF for All Seasons

Gerald Nowotny
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Overview -

The first installment of this article focused on the bad news regarding limitations to Stretch IRAs as a result of the SECURE Act. This segment focuses on some alternative planning uses of the Pooled Income Fund (“PIF”) which are less well known than the PIF. Readers are encouraged to review Part I of this article which covers the basic of the PIF.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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