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IRA Distribution Planning

Over 4000 people turn 70 ½ each day and must start IRA distributions.

What happens "tax-wise" to your retirement savings, when you leave those monies go to your children?

Uncle Sam can end up taking 50%  to 85% . But it doesn't have to be that way. Convert your IRA to a "Multi-Generational" IRA. This conversion in no way changes how you can access your money during your (or your spouses) lifetime, but it does create tax avoidance for your heirs.

What is a "Multi-Generational/Stretch" IRA?

 

Where does the Federal Reserve Chairman keep his retirement money?