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Home » Financial Services » IRA Asset Planning

IRA Asset Planning

If your IRA account isn’t seen as a necessary asset for you to have once you retire, you should consider a strategy which will distribute it to a beneficiary once you’ve passed on. IRAs are increasingly becoming the largest and most common types of inherited assets, and for good reason. Certain planning strategies can reduce the amount of taxes applied to IRAs, which will increase the potential savings in the long run.

There’s also an option of splitting the IRA value. For example, you can provide a regular distribution of an income percentage to a beneficiary while keeping the remaining balance invested to deter the amount of taxes. This will provide a better long-term financial situation for your beneficiary. Let us know if this is an option you’d be interested in executing and we can help you do the proper evaluation and implementation.


In addition, we can refer you to professionals who provide the following services:

 

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For additional information on your financial strategy, call or email us today at 800.687.6768 and info@commonsenseretirementplanning.com.

To provide you with the best financial planning experience, we may offer you information on different investment and insurance products.

Be aware that no investment advisor will offer legal and tax advice, and no information given should be constituted as such. For that form of consultation, please contact an appropriate tax or legal professional.



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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered through Madison Avenue Securities, LLC (MAS) Member FINRA/SIPC. MAS and Phillip Allen Inc., Common Sense Retirement Planning or Tony Dale, Inc are not affiliated entities.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.