IRAs and 401ks were created to provide individuals with the opportunity to build their own tax-deferred retirement savings program.
One of the downsides of these vehicles is that every year, millions of Americans are forced to take a Required Minimum Distribution (RMD) from their IRAs and qualified plans starting at age 70½. This RMD, drastically decreases the value of the accounts and the amount that will be left for their beneficiaries after they’re gone.
RNA Financial has a broad portfolio of IRA/401k rollover solutions that can give you the freedom to A) convert that taxable asset to a TAX FREE asset, with no out of pocket costs (click for more details) and B) withdraw your RMD each year and still be guaranteed to leave at least 100% of the original premium as a death benefit through the age of 88, regardless of market conditions.
At RNA Financial, we work closely with our clients to help them make the best decisions possible about income & retirement planning regardless of current economic conditions. We are passionate advocates for our clients and believe deeply that they should retain, grow and transfer all that they have worked so hard for. Contact us today and let us craft an individualized retirement income plan that is as unique as you are.