IRA Legacy Planning

Individual Retirement Accounts (IRAs) are an asset that is often passed on to loved ones. Those who do not need the funds in their IRAs can consider an IRA legacy planning strategy. By doing so, you could help minimize the taxes paid on those funds and maximize the amount your beneficiaries receive.

An effective IRA legacy planning strategy can help you provide your loved ones with a reliable stream of income, while allowing the assets in that account to enjoy tax-deferred growth.

The financial professionals at WilLo Financial Group can work with you to determine if IRA legacy planning is right for you and your situation. If so, we’ll work with your attorney and tax professional to help ensure that your assets are passed on to your beneficiaries in the most tax-efficient manner.

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