IRA Legacy Planning

As another piece of the estate planning puzzle, IRA legacy planning allows you to protect your IRA when passing it along to beneficiaries after your death. Becoming one of the most significant types of assets bequeathed, IRA accounts are unfortunately vulnerable to income and estate taxes, taking more than 75 percent of the account before your family sees any of those funds.

By utilizing the options and products in the right way, we strive to ensure that your funds are protected from taxes and costly fees, allowing you and your family to enjoy more of these investments.   

Let us guide you as you choose and structure your IRA account. We can help you provide your heirs with a reliable source of income while leaving the bulk of your IRA invested and growing under a tax-deferred plan. Proven to protect your assets from excessive fees and taxes, this tactic often yields more money paid out to your beneficiary over their lifetime.

Our advising team is highly knowledgeable about all aspects of financial planning and can help you navigate the muddy waters of retirement and estate planning, as well as keeping, protecting and passing along more of your assets to your loved ones and limiting your debt and tax liabilities.