IRA accounts have become one of the largest types of assets inherited by loved ones. 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 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 with 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, and we can work with attorneys and tax professionals to help you meet your goal of structuring a long-lasting inheritance for your loved ones.
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 480-874-8590 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
1 Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”
2 The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.” http://www.nirsonline.org/storage/nirs/documents/2015%20Opinion%20Research/final_opinion_research_2015.pdf.
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Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Dason Global Wealth Management are not affiliated companies. Data and calculations used to produce this report are provided by Orion Advisor Tech, the accuracy and completeness of which have not been verified by our firm, or AEWM. Results are not guaranteed.
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*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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