If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy that potentially minimizes taxes and increases the payout your beneficiaries will receive upon your death.

We can help you evaluate your financial situation to determine if IRA legacy planning could help you.

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.