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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Gift And Sale-Maximize Value

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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