Posts tagged "IRA"

immediate annuity transfer

Use an Immediate Annuity/Life Insurance Combo to Transfer Your IRA to Heirs

Are you planning to transfer your Individual Retirement Account (IRA) assets to your spouse or children after your death? If so, beware: you may think your heirs will “stretch” the distributions out over their own life expectancies, but they may prefer a lump-sum payment-minus the 30 to 70 percent they?ll owe in income and estate taxes. You have another option, […]


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Posted by bobrichards - March 18, 2013 at 7:33 pm

Categories: life insurance   Tags: , ,

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