IRA – Stretch IRA Analysis

The sad truth is that 70% to 80% or more of the trillions in IRA assets will go directly to Uncle Sam, simply because people have done nothing to protect their accounts from the double and sometimes triple taxation that will occur when they die.

Slott, E. (2000, January 28). Keep your ira from the irs. CNN Money.  Retrieved from

Become an IRA Expert!

  • Illustrates IRA values.

  • Shows the power of tax deferral to beneficiaries.

  • The tool prevents lump sum tax.

  • Illustrates IRA disclaiming.


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