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Spend Down Protection |
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Guaranteed Income |
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Save On Taxes |
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Probate Protection |
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Leave A Legacy |
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Smart Giving |
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Life For The Living |
Stretch IRA Example
Original IRA $250,000 Net to Heirs - Outcome Comparison
Hypothetical Example
- Loss of tax deferral
- Lump sum of income tax
- Maintain tax deferral
- Provide a lifetime of income for children and grandchildren
- Provides a Legacy for Grandparents
REQUEST A STRETCH IRA PROPOSAL
If you would like to receive a Stretch IRA Proposal, click here or give us a call at 941-739-5006.
RESOURCES FOR YOUR BENEFIT
Below are links to some resources for your benefit.
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David Appleby ChFC®, CLU®, QFP®, CASL®, CTS™, RFC®, CSA®President of Registered Investment Advisor Qualified Financial Planner Phone: (941) 739-5006 Toll Free: (888) 443-2136 Fax: (941) 866-0998 Email: Click here BeeSure Companies BeeSure Financial ServicesBeeSure Tax Advisors BeeSure Wealth Management, Inc. The Fixed Annuity Shoppe 2048 43rd Ave West Bradenton, Florida 34205 Map/Directions |
