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IRA Transfer Plan: Creating A Tax-Free Legacy For Your Heirs

While your IRA is an excellent vehicle for retirement savings, it can also create a significant tax burden once you begin taking withdrawals. With tax rates at historic lows, there’s never been a better opportunity for retirement savers to be strategic with their tax planning. With the right plan, savers can not only boost their retirement income, but maximize the amount their heirs will receive when they’re gone.
IRA Transfer Plan: Creating A Tax-Free Legacy For Your Heirs

In this whitepaper, we explain why...

  • how IRAs can become the most inefficient taxable asset you have
  • why transferring your IRA can help reduce your future tax burden
  • whether this strategy is the ideal fit for you
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IRA Transfer Plan: Creating A Tax-Free Legacy For Your Heirs