IRA accounts have become one of the largest types of assets inherited by beneficiaries. If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy that potentially reduces taxes and potentially increases the payout your beneficiaries will receive upon your death.
You may want to use some of the value in your IRA to provide your beneficiaries a regular stream of income while leaving the balance of IRA assets invested for tax-deferred growth. The result may yield substantially more money paid out over the course of your beneficiaries’ lifetimes. We can help you evaluate your financial situation to determine if IRA legacy planning could help you meet your goal of structuring a long-lasting inheritance for your beneficiaries.
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement ... today.
We want to help. Please contact us by filling out the form below, or by calling us at 615-678-6603.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path toward owning your tomorrows.
Request a free copy of Charles' new book "Rollover Mistakes Retirees Make." Enter your full name and email address below to request your free copy.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM),a Registered Investment Advisor. The Rollover Company, Inc. and BCM are independent of each other.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Charles Winfrey and/or The Rollover Company are not affiliated with or endorsed by the Social Security Administration or any other government agency.
Any comments regarding protection and preservation of assets refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management.