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MFS Retirement Strategies Stretch IRA and distribution optionsREADY, SET, RETIRE Taking income distributions during retirementASSESS YOUR NEEDSINCOME WHEN YOU NEED Choosing the right income distribution strategy

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What is stretch ira and distribution?

A stretch IRA is an estate planning strategy that allows the beneficiaries of an IRA to extend the tax-deferred status of the account over their own lifetime. A distribution is when the beneficiaries withdraw money from the IRA.

Who is required to file stretch ira and distribution?

The beneficiaries of the IRA are required to file for stretch IRA and distribution.

How to fill out stretch ira and distribution?

To fill out stretch IRA and distribution, the beneficiaries must provide information on the amount withdrawn, the date of distribution, and any taxes withheld.

What is the purpose of stretch ira and distribution?

The purpose of stretch IRA and distribution is to allow beneficiaries to maximize the tax-deferred growth of the account and to provide income over their lifetime.

What information must be reported on stretch ira and distribution?

The information that must be reported on stretch IRA and distribution includes the amount withdrawn, date of distribution, and any taxes withheld.

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