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IRA Legacy Planning

What will your legacy be?

IRA accounts have become one of the largest types of assets inherited by loved ones. If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy that potentially reduces taxes and increases the payout your beneficiaries will receive upon your death.

You may want to use some of the value in your IRA to provide your beneficiaries with a regular stream of income while leaving the balance of IRA assets invested for tax-deferred growth. The result may yield substantially more money paid out over the course of your beneficiaries’ lifetimes.

We can help you evaluate your financial situation to determine if IRA legacy planning could help you, and we can work with attorneys and tax professionals to help you meet your goal of structuring a long-lasting inheritance for your loved ones.

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.*

*This website may contain concepts that have tax, accounting or legal implications. The material is intended for informational purposes only. It is not intended to provide tax, accounting or legal advice or to service as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting, and legal matters.

At Stuart Financial Group, we offer the following services:

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Retirement Income Strategies

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Wealth Management & Investments

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Asset Protection

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Annuities

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Life Insurance

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Tax-Efficient Strategies

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Long-Term Care Strategies

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IRA & 401(k) Rollovers

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IRA Legacy Planning

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In addition, we can refer you to professionals who provide the following
services to help meet your individual needs:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning