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Wealth Transfer Strategies
Securing your legacy; what your Broker will never tell you. |
It has come to my attention that many investors, especially Senior investors have accumulated substantial assets. Often these assets are found in Annuities, the Stock Market, Real Estate, IRA's and CD's.
The facts are that many people are drawing off these assets to supplement their income while many others do not.
There is no substitute for experience. I have had my share, especially when it comes to the Stock Market and IRA's. As people age, they have less tolerance for instability and what seems a greater tolerance to do without.
Many seniors will take only their Minimum Required Distribution (MRD) when it comes to their IRA's viewing the income tax that they must pay as an aggravation.
Others still only take their MRD because they feel they do not want to deplete this pool of assets as they may need it for income in the future.
More than any other, I see people taking only their MRD because they wish to leave this money to their heirs! Sound familiar?
There are ways that you can enjoy greater current income, and pass assets to your heirs free from any income tax.
Call me today to learn more. |
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