You want to help your children and grandchildren benefit from your prudent investments. Secure Money Advisors can help.

IRA Legacy Planning

Increased payouts – and minimized taxes – can be achieved through strategic IRA legacy planning.

Traditionally, IRAs have been one of the most popular retirement investments because they generate income, minimize taxes and – best of all – offer an opportunity for maximum tax-deferred payouts to beneficiaries – such as children and grandchildren.

The latter, also known as Inherited IRAs, have always been a treasured gift, for both the income it provides and its tax-deferred component. Unfortunately, the IRS has passed a new regulation that impacts IRA legacy planning.

For more detailed information about IRA legacy planning please call our office at 724-382-1298 or complete the meeting form to the right to start a dialogue.