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.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@pfswealthgroup.com or call us at 888-314-PLAN today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
***Must be at least 55 yrs old with a minimum $250k in current investments
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and Madison Avenue Securities, LLC ("MAS"), a Registered Investment Adviser. MAS and PFS Wealth Management are not affiliated companies. Insurance products are offered through the insurance business PFS Wealth Management Group and are not subject to Investment Advisor requirements.
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