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Posts Tagged ‘heirs’

January 12th, 2010

Stretch Out Your IRA Assets For Future Generations

(Tad Majerek) - Like most people, you’ve probably spent years building your retirement savings in an IRA by saving in a disciplined manner and investing to help it grow. If you’d like your children and grandchildren to benefit from your retirement savings, consider the benefits of a “stretch-out” IRA.

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June 25th, 2009

Use Roths For Wealth Creation And Transfer

(Joe Lyons) - Roth retirement plans are one of the best wealth creation tools available. They are also one of the most underutilized. Simply stated, Roth's are accounts that are funded with after-tax money, which can grow tax-free as long as the account exists. The contribution limits are the same as for pre-tax accounts.

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