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IRA Legacy Planning

What will your legacy be?

IRA accounts have become one of the largest types of assets inherited by loved ones. If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy that potentially reduces taxes and increases the payout your beneficiaries will receive upon your death.

You may want to use some of the value in your IRA to provide your beneficiaries with a regular stream of income while leaving the balance of IRA assets invested for tax-deferred growth. The result may yield substantially more money paid out over the course of your beneficiaries’ lifetimes.

We can help you evaluate your financial situation to determine if IRA legacy planning could help you, and we can work with attorneys and tax professionals to help you meet your goal of structuring a long-lasting inheritance for your loved ones.


Do you have questions about IRA Legacy Planning?

We want to help. Please contact us by filling out the form below or by calling us at (865) 392-4260 to schedule your no obligation evaluation meeting where we will answer your questions. If you can invest one hour, we can place you on the path towards the future YOU want.

Request A No Obligation Evaluation Meeting
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Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Blue Ridge Wealth Planners or Madison Avenue Securities, LLC (MAS).

Investment advisory services offered through Blue Ridge Wealth Planners, a Registered Investment Advisor. Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. MAS and Blue Ridge Wealth Planners are not affiliated companies.

Brad Fugate - TN, GA, FL, TX
Bob Fugate -TN, GA, FL, TX
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