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5 MUST-KNOW STRATEGIES TO CAPITALIZE ON - THE GREAT WEALTH TRANSFER

Are you ready for the Great Wealth Transfer? By some reports, 45 million Baby Boomers are expected to transfer over $68 trillion in wealth to the next generation in the coming 25 years. Increasingly, a larger portion of this wealth can be found in IRAs. Those dollars in motion represent an opportunity for proactive advisors who know how to move retirement assets to heirs in the correct and most tax efficient manner. HERE ARE 5 MUST-KNOW IRA STRATEGIES TO CAPITALIZE ON THE GREAT WEALTH TRANSFER. 1. Maximize the Stretch IRA. Most beneficiaries who inherit an IRA will probably want to leave the assets in the account to grow for as long as possible. Plus, if the inherited IRA is full of pre-tax monies, distribution to a beneficiary will be taxable as ordinary income. How can a beneficiary minimize taxes and leave inherited dollars in an IRA for as long as possible? By leveraging one of the biggest breaks in the tax code…the stretch IRA! Read More

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