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This is one of the most powerful tools available for financial & insurance representatives who wish to work with qualified assets. This analysis will help articulate the power of tax-free growth through three generations. Many clients want their qualified money to stay in tax-free growth as long as possible. Now you can show them how this will work for them. They will want you as their advisor as you will be one of the very few advisors who can illustrate this power.

 

Stretch IRA Analysis

  • Show your clients how to pass IRAs to their heirs in the most tax efficient way
  • Maintain tax deferral
  • Prevents lump sum tax
  • BUILDS A LEGACY!

   
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