The Smart Income Independence Planning

RMD Annuities

How to Keep Your IRA or 401k in Your Family

If you have money in an IRA that you want to leave for your family without paying income taxes on the transfer, watch this short video to learn how you can “stretch” your tax deferred dollars across as many as three generations.

Click Below To View 3 Minute Video

In this video, you will learn:

  • The restrictions of a Required Minimum Distribution (RMD)
  • How the IRS will tax all of your IRA, even if you don’t need the money
  • How you can “stretch” out the tax liability across two generations
  • How you can keep your IRA growing for your children and grandchildren
  • Who does and does not qualify for the “stretch” provisions
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