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IRA Legacy Planning

IRAs are an asset 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 in the most tax-efficient manner.

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WilLo Financial Group

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of WilLo Financial Group. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. WilLo Financial Group and Sound Income Strategies LLC are not associated entities. © 2024

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