A large IRA can be a ticking time bomb for you and your heirs. Learn more about our creative solution to the death of the Stretch IRA and how our dynamic proprietary process can help you and your 800lb. gorilla-LARGE IRA.
How Our Program Helps 800 lb. Gorilla’s Be Happy & Fit-Our Dynamic Solution for Large IRA’s
A large IRA can be a ticking time bomb for you and your heirs. Learn more about our creative solution to the death of the Stretch IRA and how our dynamic proprietary process can help you and your 800lb. gorilla-LARGE IRA.
Case Study: How Our Client Used her Inherited IRA to Help Purchase Real Estate to Occupy and Create Income!
Case Study-How our client used her inherited IRA to help purchase real estate that she could occupy and create income with our IRA Real Estate to Occupy program. Our program gave Terri everything she was looking for: peace of mind and an opportunity to enjoy a vacation lifestyle for her and her family with a tax effective IRA real estate investment that enhanced her portfolio, lifestyle, market position and legacy.