A Multi-Generational IRA is not a product. It is a strategy which gives IRA beneficiaries the ability to stretch required minimum distributions over their individual life expectancies.
Why is a Multi-Generational IRA strategy important?
It allows your IRA beneficiaries to maximize the benefit of IRA assets they inherit from you and reduce heavy, immediate and unnecessary taxes.
A Multi-Generational IRA strategy is available only if the IRA plan document or custodial agreement allows it.
A retirement distribution Specialist can help you set up this important strategy. For more information please give us a call at 949-474-8440.