The New Rule You Need To Know About If You’re Leaving An IRA To Your Heirs

If you’re planning on leaving an IRA to your heirs, you will want to know the new regulations that the IRS has proposed. Check out this article by Travel Awaits.

 

Enjoy this complimentary download:

The Greatest Gift, Outline Your Wishes with an Estate Plan (GRA Blog)

  • This field is for validation purposes and should be left unchanged.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Source Article: https://www.travelawaits.com/2780126/how-irs-rule-affects-leaving-ira-to-children/

 

Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, and lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 01419475 – 7/22