IRA Max

…Custom Solutions for the Affluent

Why a client might want to consider this:

IRA planning has changed due the Secure Act Law so we are looking at options to maximize that asset. We don’t see you needing your IRA for retirement and it’s one of the last things we would want to draw from due to the money coming out all taxable. Let’s set up a call or meeting to lay out the options so we can pay the least amount of taxes and leave the most to the kids.

IRA Max One Pager

In The News

Don’t Need That IRA For Retirement? Here’s What You Can Do With It Instead

September 2024
Under the current rules, their two adult children will have to withdraw the IRA funds within 10 years of their parents’ passing, likely during their peak earning years, which could lead to a heavy tax hit. This can mean up to 40% in taxes

Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
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