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TAX law update for 401(k) and IRA Savers

Passage of the SECURE Act in 2019 put an end to the so-called “stretch IRA” for many beneficiaries. As a result, the taxes on withdrawals from an inherited IRA can be as high as 40% or more.
 




Do you want to leave your IRA money to the IRS or to your family?
We can show you solutions and strategies on how to reduce the effect of taxation on your IRA income distributions.


Got Questions?

Got Questions?

Schedule a phone or video call to speak with a Qualified Financial Advisor about how to keep more of your money from the IRS.


Do You Have an IRA or 401(k)?

Do You Have an IRA or 401(k)?

Request an evaluation of your IRA & 401(k) accounts and uncover ways to minimize unnecessary taxes specific to your situation.