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Thank your for visiting. The "individual retirement account" (IRA) was made
possible by changes in the laws enacted by President Ford in 1974. Since
then trillions of dollars have been place in these types of accounts. It is easy
to put money in but a very different story on getting the money out! The rules
are always changing. If you printed out the section of the IRS code that deals
with IRAs (publication 590) you would print out 125 pages on 8 1/2 X 11
paper.
We specialize in helping individuals navigate these complicated retirement
plans.
We assist in setting up "stretch IRAs" or as some may have heard it called,
"multi-generational IRA." With a little planning it could save millions over the
life of your IRA. You may have heard of the "stretch" before and even taken
steps to set things up. The big question is if something happened to you
today would your children or heirs know how to proceed? Unfortuately 9 out of
10 beneficiarys do not know until it is too late. Do you have an, IRA Estate
Planner™? Most people understand they should have a will and some feel
they should have a trust. We have never had a client come in though, with a
estate planning quide for their IRA. Why? Because they for the most part do
not exist. That is why we created one.
possible by changes in the laws enacted by President Ford in 1974. Since
then trillions of dollars have been place in these types of accounts. It is easy
to put money in but a very different story on getting the money out! The rules
are always changing. If you printed out the section of the IRS code that deals
with IRAs (publication 590) you would print out 125 pages on 8 1/2 X 11
paper.
We specialize in helping individuals navigate these complicated retirement
plans.
We assist in setting up "stretch IRAs" or as some may have heard it called,
"multi-generational IRA." With a little planning it could save millions over the
life of your IRA. You may have heard of the "stretch" before and even taken
steps to set things up. The big question is if something happened to you
today would your children or heirs know how to proceed? Unfortuately 9 out of
10 beneficiarys do not know until it is too late. Do you have an, IRA Estate
Planner™? Most people understand they should have a will and some feel
they should have a trust. We have never had a client come in though, with a
estate planning quide for their IRA. Why? Because they for the most part do
not exist. That is why we created one.
| Investment Advisory Services provided by Diversified Estate Services, LLC, a Registered Investment Advisor |
Need to rollover a, 401(k),
403(b), IRA or other
retirement account?
We can make it EASY!
CLICK HERE
for more information
403(b), IRA or other
retirement account?
We can make it EASY!
CLICK HERE
for more information