Your IRA and Your LEGACY
Individual retirement accounts (IRA) are a cornerstone of many people’s retirement savings strategy, and for good reason: The ability to contribute pre-tax income—and to defer taxes until you start making withdrawals—means your savings can potentially grow more quickly than they could in a taxable account.
But there’s more to IRAs than tax advantages for retirement savings. In fact, IRAs can play a valuable role in estate planning, offering powerful tax benefits to both you and your heirs as you pass your wealth to the next generations.
Also in this newsletter…
- Jim’s been baking! Check out this Coconut Cream Pie recipe.
- Our Broker Dealer is mailing you a document in July. It is for your review and no signature is needed.
- Independence Day Jokes
- Free Shred Event coming up on July 17th – Drop off your papers, in our office, between 8am-4pm.
- Our lobby has reopened. We also have a drop-slot you’re welcome to always use, as well. We can still do curb-side signing if you’re more comfortable with that too and need to sign papers.