Gift Planning Leave a Legacy
Planned Giving

Secure Act

Are you planning to leave your IRA to your children and other heirs using a stretch IRA plan? Did you know the Secure Act has dramatically changed the tax law rules, substantially increasing the income taxes paid by your children on inherited IRAs?

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Expressions of Philanthropy

Could we share with you the benefits of this gift plan? Please enter your name and email address. You may also ask a question in the comments section. Then select "Download" to view this informative brochure.

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Resources for Professional Advisors

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.