The Smart Income Independence Planning

RMD Conversion

Passing On Your IRA Money Tax Free

If you have accumulated a substantial sum in your tax deferred retirement account, and you want to leave that money to your family without losing up to 50% in taxes, watch this video to learn how you can convert any IRA, 401k or 403b account into a tax free bequest or inheritance.

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 spend it
  • How you can leverage the RMD to recover the tax money for your family
  • Why section 101 of the tax code enables tax exempt transfers
  • How you can convert your taxable IRA into a tax exempt inheritance
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