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Will 1/3 of Your
Individual Retirement Account Go To The IRS?
Maybe.
 
pie chart
Up to 1/3 or More of the IRA
can be Lost Forever
The biggest one-day loss in many IRAs occurs when they are passed to the next generation and inheritance income taxes are paid. Although living trusts avoid probate, they do not eliminate these taxes. This is an unfortunate way to lose a lifetime of retirement savings. The good news is there are tax laws to protect against catastrophic loss. The question is, will your family be prepared?

News Release

Newly Launched "Stretch IRA" Estate Plan Helps Protect Beneficiaries Against Massive IRA Inheritance Taxes... and Helps Financial Advisors, CPAs and Attorneys Attract More Affluent Clients

Individual Retirement Accounts aren't new: they were first authorized by Congress 34 years ago. But IRAs have created a taxing new problem for beneficiaries who inherit them...

Read More >>

Here's What They've Reported:

Wall Street Journal
“IRAs are perhaps the thorniest assets to inherit because they are governed by
all sorts of complicated rules and are subject to big tax bites if you mess up”

TownHall.com
”Irrevocable Mistakes Can Decimate An IRA”

OnWallstreet.com
“The tax bill may consume more than half the account in some circumstances.”

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