Stretch IRA Example
Original IRA $250,000 Net to Heirs - Outcome Comparison
Hypothetical Example
- Loss of tax deferral
- Lump sum of income tax
- Maintain tax deferral
- Provide a lifetime of income for children and grandchildren
- Provides a Legacy for Grandparents
REQUEST A STRETCH IRA PROPOSAL
If you would like to receive a Stretch IRA Proposal, click here or give us a call at 941-739-5006.
RESOURCES FOR YOUR BENEFIT
Below are links to some resources for your benefit.