Reese Financial Management, Inc.

CONNECT

Address:

1215 Hwy 51 N, PO Box 30
Arbor Vitae, WI

54568

Phone:

(715) 439-4433

Fax/Other:

(715) 439-4567

Stretch IRAs

Q:  What is a "Stretch IRA"? 

A:  A Stretch IRA is an IRA that can be passed from generation to generation, maintaining maximum allowable tax deferral. 


What will happen to your IRA or other retirement plan when your beneficiaries receive their distributions?   Will they be taken in a lump sum, resulting in all taxes being paid in a single tax year?  Or will your beneficiaries have the option of continuing to defer taxes to the maximum extent allowed by law?

We have offered Stretch IRAs for a number of years now, and have guided these plans through to the 'third generation" (original owner to first beneficiary; to that person's beneficiary; to that person's beneficiary).  Every IRA we establish as part of our Asset Management Service offers the option for a Stretch IRA.

Contact us by phone or email and let us show you how we do it! 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck