Stretch IRA san jose california 408 854-1883

1. Stretch IRA
Until the growth in popularity of the Roth retirement
plan, most people accumulated wealth by depositing
money in a “before tax” retirement vehicle where the
money would grow tax deferred. While the tax
advantages on this type of account are attractive, they
may cause estate planning issues and leave your
beneficiaries facing enormous tax burdens.
Consider a Stretch IRA to allow your beneficiaries to
receive their inheritance over the course of their lives
and to minimize taxes. Our team of CPAs and tax
professionals provide a detailed analysis and
personalized report to illustrate your legacy strategy for
your tax-deferred IRA account. Let us help you plot the
best course to reach your financial and legacy planning
goals.
Contact Connie for List of CPA, Tax advisors and Living Trusts Lawyers in
the bayarea
Connie Dello Buono , Financial Representative
1708 Hallmark Lane San Jose California 95124
CA Life Ins Lic 0G60621
www.gradientfg.com
408-854-1883
motherhealth@gmail.com