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List Price $355.00
$299.00
/ 100 piece(s)
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IRA Beneficiary Checklist-PDF Version Checklist includes:
Baby boomers own a significant portion of the $25 trillion[1] held in retirement accounts. Much of this will be passed on to beneficiaries, who have limited options of continuing the tax-deferred status of those assets. Making the right moves can allow beneficiaries to implement distribution strategies that can help to minimize income taxes and avoid excise taxes. However, they are many documented cases with the Tax Courts, wherein beneficiaries have not only lost the tax-deferred status of those assets; but also, owe the IRS significant amount of taxes and penalties due to unintentional distributions. 100% satisfaction guaranteed! If for any reason, you are unhappy with your purchase, your money will be refunded. I will be happy to work with you until you are satisfied or refund your money. 100% guaranteed. [1] ICI’s Quarterly Retirement Market Data, Third Quarter 2016 |