IRA Planning

IRA Planning 2020 brought in new rules for IRAs. While they do not affect allthey do affect number of people that have done well. During their life. Many individuals are concernedabout how to leave the these qualified tax deferred accounts to their beneficiaries, your Currentstrategy may have been a Legacy IRA.

IRA Planning 2020 brought in new rules for IRAs. While they do not affect all
they do affect number of people that have done well. During their life. Many individuals are concerned
about how to leave the these qualified tax deferred accounts to their beneficiaries, your Current
strategy may have been a Legacy IRA. with the new tax legislation, IRA legacy are Gone Anyone that
passes away after January 1 2020 does not have that strategy. We at aging issues management have
identified, new strategies that will allow for individual to provide a legacy for possibly multiple
generations, through their qualified IRA or 401k. One such strategy is conversion to a Roth IRA that
does not require distributions. Second, strategy is to leverage Your. Ira or qualified pension accounts.
Life Insurance, which does not have a distribution required. Please review attached videos for strategies.