Inherited IRA Solution

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Submit the form to request more information about our SECURE Act solution that can help you take advantage and capture Inherited IRA’s!

As a bonus, instantly receive your own digital copy of the “How will the SECURE Act of 2019 Effect you” to use with your current clients and prospects, or to generate new high qualified leads.

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10 most recent years of historical index performance

This chart illustrates values on the 10 most recent years of historical index performance, selected withdrawals, the initial allocation and current rates.

Example: clients earns 50K to assist in paying taxes, also structured withdrawal to minimize their personal taxes.

As we are not giving tax advice, we recommend that each case discusses their specific requirements with their personal tax professional.

For producer use only. Any examples of future values used in a sales presentation are provided only for demonstrative purposes. This product does not directly participate in any stock or equity investments. Refer to your Benefits Summary & Disclosure Statement, as well as your contract, for the governing contractual provisions.