Here is a Fresh Sales Idea Regarding Stretch IRAs – Rename Them
Amplify’d from annuityleads.ca
Numerous options are available when using an IRA in an estate planning situation. Often the process can be overwhelming and difficult to understand. I like to use simple terms in relating with my prospects and it seems to make sense to most people.
When you talk to a prospect and there are several assets (stock portfolio, real estate something like that) including IRA is available you might consider this. The real estate and the stock portfolio will pass to the heirs without income tax liability because it is a “step up” in basis. This means the children could sell these assets and have no income tax liability based on the value of the asset at the time of death of the parent.
See this Amp at http://amplify.com/u/bs76l
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