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| There are two systems of taxation in this country... One for the, informed, and one for the uninformed. Supreme Court Justice Learned Hand |
Inside the “IRA Estate Planner™”...
Each section of the IRA estate plan was
created to inform all parties involved in
the IRA estate planning with the
knowledge and actions required to
preserve, protect and perpetuate the IRA
legacy you envisioned.
The IRA INSIGHTS section contains the
most significant aspects of IRA estate
planning and the benefits of the stretch
IRA. It has been written in layman's terms
to make understanding the complex tax
walls surrounding the IRA in the estate
as simple as possible. It is an excellent
IRA estate planning resource for you and
your family.
Each section of the IRA estate plan was
created to inform all parties involved in
the IRA estate planning with the
knowledge and actions required to
preserve, protect and perpetuate the IRA
legacy you envisioned.
The IRA INSIGHTS section contains the
most significant aspects of IRA estate
planning and the benefits of the stretch
IRA. It has been written in layman's terms
to make understanding the complex tax
walls surrounding the IRA in the estate
as simple as possible. It is an excellent
IRA estate planning resource for you and
your family.
Within the section marked SETTLEMENT INSTRUCTIONS are the steps and thought processes that your executor, trustee, or beneficiaries
will be faced with when you are gone. It contains critical dates, points out common mistakes and prepares your heirs with the process of
settling the IRA. Having an understanding of the steps ahead for all of those involved can be useful in avoiding costly mistakes during an
emotional time for heirs.
THE DOCUMENTS section provides a central location to organize your IRA estate. By placing your statements, beneficiary designation
forms and listing of accounts here, you have put all of the information your executor, trustee and beneficiary needs at their fingertips.
Should you decide to leave your family a special message, a section has been created for that purpose entitled FAMILY MESSAGE.
The FAMILY ILLUSTRATION illuminates the financial possibilities of what you're stretch IRA legacy can become. This illustration lays out
what the required minimum distribution options would be for each family member if your IRA passed to the next generation.
Click here for information you need to know about IRAs and Your Estate
Click here to learn about: Properly Naming Beneficiaries
will be faced with when you are gone. It contains critical dates, points out common mistakes and prepares your heirs with the process of
settling the IRA. Having an understanding of the steps ahead for all of those involved can be useful in avoiding costly mistakes during an
emotional time for heirs.
THE DOCUMENTS section provides a central location to organize your IRA estate. By placing your statements, beneficiary designation
forms and listing of accounts here, you have put all of the information your executor, trustee and beneficiary needs at their fingertips.
Should you decide to leave your family a special message, a section has been created for that purpose entitled FAMILY MESSAGE.
The FAMILY ILLUSTRATION illuminates the financial possibilities of what you're stretch IRA legacy can become. This illustration lays out
what the required minimum distribution options would be for each family member if your IRA passed to the next generation.
Click here for information you need to know about IRAs and Your Estate
Click here to learn about: Properly Naming Beneficiaries
| For more information for your personal planning, fill out the form below and Rick or Radon will be glad to contact you. |