4 questions to ask yourself about your qualified IRA & 401(k) retirement accounts
- How much of your retirement account do you think will be lost to taxes?
- Do you want to leave more of your retirement account to your family or the IRS?
- Do you want to stretch your retirement account to leave a legacy?
- Have you considered the impact of market risk on your legacy?
The secure act eliminated stretch IRA planning effective January 1, 2020
Tax Savings. Use IRS Safe Harbor rules to reduce the tax liability on retirement accounts.
Peace of Mind. Eliminate downside market risk.
Flexibility. Eliminate RMDs. Your legacy on your terms.
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