We have positioned ourselves in the Raleigh and surrounding Triangle community as a resource to clients who currently own, contribute to, or stand to inherit a retirement account. This could include accounts such as a 401(k), 403(B), 457, TSP, or more commonly, an IRA (Individual Retirement Account). In conjunction with a client’s tax professional and/or estate planning professional, we can provide advice surrounding IRA distribution rules and the potential tax implications for both the client and their designated beneficiaries. Beneficiary structure and its impact on the client’s family are important topics we communicate with our clients on. This conversation and one idea we discuss is the Stretch IRA. Unfortunately, many clients and beneficiaries may be unaware of the choices that exist for them. Family meetings with both clients and designated beneficiaries are often encouraged and conducted when appropriate.
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