IRA, 401K, OR OTHER QUALIFIED PLAN

 LAYOUTS

WORRIED YOUR IRA WILL "FLY OUT THE WINDOW" AFTER YOU'RE GONE?

Most IRAs and/or 401Ks are unfortunately disbursed in a one-lump-sum-distribution event upon the owner’s decease, which often produces undesirable consequences for family members:

 

  • Adverse tax consequences for heirs

  • Young heirs handling large amounts of money could blow through it all very quickly with negative impact on their health

  • The risk of creditors and/or spendthrift spouses or x-spouses making a claim on the value

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You can maximize and protect your IRA for your beneficiary!

 

We can reduce your worries with an Inherited IRA Minimum-Distribution Trust Addendum that can stretch the distributions of your qualified accounts to your heirs over their expected lifetimes, and all while allowing tax-sheltered growth and asset protection of those accounts.

 

 

Are you ready to provide financial security and asset protection for you and your family?

© 2018 by Intervention Point LLC. Proudly designed by M.A.D. Marketing, LLC.

15400 Pearl Road, Suite 200 | Strongsville, OH 44136 | 888-544-2619

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