IRA Legacy Planning
IRAs could be a powerful tool for next-generation wealth transfer.
For some people, a good portion of their retirement savings is in an IRA. But we also know that an IRA could be a powerful tool for next-generation wealth transfer. We will review your situation and find out if it makes sense for you to consider a conversion to a Roth IRA as a part of a legacy plan.
To help maximize your wealth, your financial life — investments, taxes, insurance, retirement, and estate planning — must be wired together. We connect those different pieces into a cohesive financial landscape so you can unlock new ways to help build, grow, protect and preserve your wealth.