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BSMG Blog: Protecting the Future of Families and Businesses

Advanced Sales: Creating an Inherited IRA Legacy Plan

Posted by BSMG on 6 Sep 2017

 

With the recovery of the equities markets after the economic downturn of 2008-2009, it is common for successful business owners, professionals, and other individuals to have more than $1,000,000 in their IRA account.

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Read More: Understanding the Inherited IRA Legacy Plan

Many of these IRA owners have multiple sources of income as they approach their retirement years. These sources could include continued earned income from a profession, Social Security retirement benefits, K-1 pass-through income from ownership of S Corp or LLC entities, rental income from real estate, and other interest, dividends, or capital gains from non-qualified financial assets.

Find a basic blueprint for the Inherited IRA using life insurance, and more in the full article. 

Read the Full Article

Download the 2017 Tax Reference Guide

Topics: IRAs, Legacy Planning, Advanced Sales