'Stretch ira' presentation slideshows

290 views • 18 slides

Getting the most out of your IRA The STRETCH Option

Getting the most out of your IRA The STRETCH Option. The STRETCH IRA. The United States Retirement Market: $11 Trillion In Tax Deferred Accounts.* The Estimated Tax Burden: $4 Trillion Your retirement account will be exposed to substantial taxes. There is something you can do about it.

300 views • 16 slides

Stretch IRA: A Handy Estate-Planning Tool

Employing the stretch technique by naming a younger beneficiary (such as a child or grandchild) could provide significant long-term benefits. The uncertain nature of estate tax laws could make a stretch IRA a worthwhile tool for those with multi-million dollar estates. http://www.iconconsultingllc.com

270 views • 15 slides