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

 

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?