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Wealth Transfer

Picture of Heather Palermo Heather Palermo · December 03, 2014

small business accounting

Even as Congress continues to tinker with year-end tax breaks and incentives, it is never too early to begin addressing legacy planning issues. Many of our clients would like to know how to pass as much of their IRAs as possible to the next generation.

There are several strategies that can help reduce estate and income tax liability and increase the amount of wealth you can transfer. You may be interested in learning about them if you:

Are or will be taking Required Minimum Distributions ( RMD) from IRAs or other retirement plans,
Have determined that you do not need the income to live on, and
Would like to pass as much as possible to your heirs.

Our firm is pleased to offer a no-obligation analysis for our clients who may be interested in learning more about this planning. Please call our office to schedule an appointment so we may discuss maximizing your IRA’s impact. As always, we appreciate your loyalty and trust in our firm.

Have a wonderful Holiday Season!