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.
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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.
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