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Two IRA Rescue Ideas You Should Implement Now

This innovative white paper presents an attractive tax-deferral opportunity while still allowing IRA account growth.

It focuses on your clients who:

  • Anticipated utilizing a Stretch IRA.
  • Have a very large IRA.
  • Have charitable inclinations.
  • Are concerned about fund distribution after their death.
  • Named their children as primary beneficiaries.

Complete the form below to access this resource.

Two Rescue Ideas You Should Implement Now

This material does not constitute tax, legal or accounting advice and neither Highland Capital Brokerage nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

This page is intended for agents and representatives only, and not to inform members of the general public. The information provided in the agents’ testimonials above may not be indicative of the experience of any end clients. The experiences and opinions are those of the financial professionals only.

By submitting this form, I certify that I am authorized to access the pages and any materials or documents provided by therein.