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.
Contact us today to schedule a no-obligation meeting. We can meet with zero obligations on your part. If you can invest an hour, we can place you on the path to owning your tomorrows.
To schedule a time to discuss your financial future, contact us at SETWealthInc@gmail.com or call us at 561-757-0731 today!
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Learn about modified endowment contracts and how they have impacted life insurance.
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