| All rights reserved. |
| Owned and operated by: Click here to go to our Company website |
 | |  | |  | |  | |  |
What is a Multi-Generational IRA or Strect IRA?
A "Multi-Generational" or "Stretch" IRA is a wealth-transfer strategy
that allows clients to extend the period of tax-deferred earnings on
IRA assets by passing these assets to younger beneficiaries.
What are the benefits of a "Multi-Generational" or "Stretch"
IRA?
What is a "Multi-Generational" or "Stretch" IRA illustration?
The "Multi-Generational" IRA illustration shows you customized
reports showing estimated asset growth and beneficiary distributions
within a "Multi-Generational" IRA account. All that is needed to
create the illustration is IRA account balance, estimated rate of
return, and the names and ages of beneficiaries. We can tailor the
illustration to your specific needs.
Click here for: The Power of the Stretch Roth IRA
Click here for: Six Powerful Reasons For The
"Stretch" IRA
Click here to see a sample illustration
A "Multi-Generational" or "Stretch" IRA is a wealth-transfer strategy
that allows clients to extend the period of tax-deferred earnings on
IRA assets by passing these assets to younger beneficiaries.
What are the benefits of a "Multi-Generational" or "Stretch"
IRA?
- Deferred income taxation during a client's lifetime and for
descendants by making strategic beneficiary designations for
amounts not subject to RMD (required minimum distributions). - Continued tax-deferred account growth over two or three
generations. - Distributions can be calculated based on the account owner's
and on beneficiary's life expectancy.
What is a "Multi-Generational" or "Stretch" IRA illustration?
The "Multi-Generational" IRA illustration shows you customized
reports showing estimated asset growth and beneficiary distributions
within a "Multi-Generational" IRA account. All that is needed to
create the illustration is IRA account balance, estimated rate of
return, and the names and ages of beneficiaries. We can tailor the
illustration to your specific needs.
Click here for: The Power of the Stretch Roth IRA
Click here for: Six Powerful Reasons For The
"Stretch" IRA
Click here to see a sample illustration
| Investment Advisory Services provided by Diversified Estate Services, LLC, a Registered Investment Advisor |
FREE Stretch IRA Report: "10 things you
must know about the Stretch IRA."
BONUS: You will also receive your own,
"family Stretch IRA illustration"
must know about the Stretch IRA."
BONUS: You will also receive your own,
"family Stretch IRA illustration"