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IRA Planning

IRA accounts have become one of the largest types of assets inherited by beneficiaries. If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy that potentially reduces taxes and potentially increases the payout your beneficiaries will receive upon your death.

You may want to use some of the value in your IRA to provide your beneficiaries a regular stream of income while leaving the balance of IRA assets invested for tax-deferred growth. The result may yield substantially more money paid out over the course of your beneficiaries’ lifetimes. We can help you evaluate your financial situation to determine if IRA legacy planning could help you meet your goal of structuring a long-lasting inheritance for your beneficiaries.

Below is a list of important articles regarding IRAs:


10 Reasons to Convert to a Roth IRA


The Power of The Inherited or “Stretch” IRA

Why The Inherited Or Stretch IRA Usually Does Not Happen

You Need to Set Up Asset Protection for the Inherited IRA

Why You Need To Rollover your 401k To Save It From Taxes For Your Heirs

Important Rollover Information For Your IRA’s & Qualified Plans

10 Reasons to Convert to a Roth IRA