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MULTI-GENERATIONAL IRAs

Regulations that govern IRAs include many benefits that make it possible for families to provide significant income to future generations while saving tens of thousands of dollars in taxable income. But the rules aren’t easy to navigate.

At Secure Financial Solutions, we understand how to put IRAs to work for our clients so that distribution and inheritance plans accomplish their goals. We know what rights are available to surviving children and the best methods for them to maximize their financial windfall.

When IRA owners receive proper guidance and plan appropriately, they can make their Individual Retirement Accounts a valuable part of their estate.

If you hold IRAs and have not considered their powerful role with inheritance, we hope you’ll give Secure Financial Solutions the opportunity to assist you. Please contact us at (919) 654-6838 or by requesting a Complimentary Portfolio Review.

We look forward to serving you.