Tip of the Day

If you have no spouse and you leave assets in your IRA, 401(k), 403(b), Keogh or other qualified retirement plan when you die, your estate may have to pay combined taxes of up to 70% on those assets before your heirs can receive them!

The problem is "IRD" -- Income in Respect of a Decedent -- and there is a creative charitable solution you may want to consider.

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For more information

Complete the personal illustration form, or call us at 1-800-227-1885 so that we can assist you and your financial advisor through every step of the process.