My Legacy Estate Planner

Areas of Legacy Planning

Insightful Information

IRA Beneficiary Planning


Many people invest their retirement savings in IRAs because they offer tax advantages, provides flexible options for accessing the money in retirement, and provides a simple way to pass wealth along to heirs. However, passing IRA money to your children or grandchildren can be a nightmare without a creative and experienced practitioner who are skilled in defusing the tax time bomb often associated when passing IRA money to family members.

What should have been simple can quickly become complicated. Undoubtedly, there are many considerations and strategies when naming beneficiaries and it’s best to consult with financial advisors who specialize in legacy planning. And don’t forget that your wills and trust doses not supersede the beneficiaries that are designated or listed on your retirement plans.

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