IRA Legacy Planning

An IRA account is one of the most prevalent types of contemporary inheritances.

Certain aspects in your retirement plan might not need to be in your direct control when you retire, and if some of the assets in your IRA apply, it can be incredibly beneficial to pursue a legacy planning strategy. This financial strategy is designed to minimize the taxes while also maximizing the payouts to your designated beneficiaries once you are gone.

IRA legacy planning can include providing a regular stream of income to your beneficiaries, while the balance of your IRA assets continues to grow in a tax-deferred manner. This is only one example in how your retirement plan can continue to look after your family, even after you are gone – for other, more personalized options, our team at SHFI can guide you through your unique needs and goals.

If you are interested in learning more, contact our office or complete the request a consultation form to start a dialog.

Set up a Free Consultation