THE IRA TAX RESCUE TRUST

If You Could Easily Give Your IRA To Your Spouse (Or Children) With NO TAX After You Are Gone, Would You? It's what the wealthy do, so why don't you?

Let's think through this....Let's say you leave your spouse (or children) $500,000 in your IRA when you are gone. What's the problem with that? It really isn't all theirs! If they wanted to cash it out, they would have to share anywhere from $150,000 to $200,000 with the IRS.

So what can you do about it? What if I told you that there existed an easy and simple way to pass your IRA to your spouse at your death completely and totally tax-free? If you could save your spouse in the above example $150,000 or $200,000 of tax, would you do it?
Of course you would! Who wouldn't?

Here's the good news. In almost every case, you can do exactly that. You can pass your normally taxable IRA to your spouse (or children even) with absolutely zero tax. That's right, not one single dime of taxation at all. How? It's simple. It's a strategy that I call "The IRA Tax Rescue Trust".

If you would like to discuss how to save taxes on your retirement plan for your spouse, children, or any other beneficiary, feel free to call our office to schedule a complimentary visit