 Stretch IRA Example
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REQUEST A STRETCH IRA PROPOSAL
If you would like to receive a Stretch IRA Proposal, click here or give us a call at 770-603-2452.
RESOURCES FOR YOUR BENEFIT
Below are links to some resources for your benefit.
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Original IRA $250,000 Net to Heirs - Outcome Comparison
Hypothetical Example
- Loss of tax deferral
- Lump sum of income tax
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- Maintain tax deferral
- Provide a lifetime of income for children and grandchildren
- Provides a Legacy for Grandparents
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Numbers based on married couple of 65 and 64 with 1 beneficiary.
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