When your children inherit an IRA, they generally have 10 years to empty it, and every withdrawal is taxed on top of their own income.
Answer 4 quick questions to see if you qualify for a free 30 minute Family Legacy Review. You leave knowing roughly what your family may receive after taxes, and what to do first. Nothing is sold on the call.
Step 1 / 5
Are You Interested In Seeing What Your Children Would Actually Receive From What You Have Built, In The Next 14 Days?
If no - STOP AND LEAVE THIS PAGE
Step 2 / 5
Roughly How Much Do You Have Invested, Including Your 401(k) And IRAs? (Not Your Home)
Step 3 / 5
What Matters Most To You About What You Have Built?
Step 4 / 5
Where Does Your Estate Plan Stand Today?
Step 5 / 5
Congrats, You Qualify! Pick A Time For Your Free 30 Minute Family Legacy Review
A CFP® professional looks at your estate plan, your accounts and your taxes together, and you leave knowing what your family may receive and what to do first.
Calls run Monday to Friday, 9am to 5pm Central, on Microsoft Teams. Your answers go to your advisor before the call.
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Nothing is sold on this call and there is no obligation.
Thank You For Being Straight With Us
This review is built for families with $1 million or more invested who want to plan what reaches their children. Based on your answers, it would not be a good use of your time today.
If that changes, come back and we will book you in.