Stretch IRA 2016

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Stretch IRA Example

Harvey Has $300,000 In His IRA, Earning 7% Per Year. Watch It Grow To Over $2.1 Million.

Naming your family as the designated beneficiaries on your IRA allows your family to inherit your IRA and simultaneously take advantage of a Stretch IRA. A Stretch IRA is not a different type of IRA, but simply a strategy of “stretching” the tax sheltering benefits of an IRA beyond your own life. Taking only the RMDs leaves your family the largest amount possible from your IRA.

Have Your 401(k), 403(b), 457(b) Account Professionally Managed