Roth and Stretch IRA Analysis

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 IRA 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.

Have questions? Contact us or call 855-872-8593.

Adagio Capital Advisors is based in Southwest Florida.