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Planning for Loved Ones

No matter what stage of investing they're in, investors may want to start thinking about building a legacy to pass on to their loved ones.

Strategy:

Put a plan in place for peace of mind that family will be taken care of down the road.

See it in action View Documentation

Did you know?

More than 6/10
of Americans age 60+ plan to
leave an inheritance to
generations below them.

After age 70 1/2 you must begin taking
IRS Required Minimum Distributions (RMDs)

from your traditional IRAs and other qualified plans

- aka mandatory withdrawals. These can have

an impact on the legacy investors would like to

build for their loved ones.

RMD amounts increase
each year - by age 90,

investors are required to withdraw
almost 9% of their
qualified invested assets.