Dale S. Soutas, President
info@soutas.com
We Take the Complexity Out of Retirement!

Stretch IRA Example

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REQUEST A STRETCH IRA PROPOSAL

If you would like to receive a Stretch IRA Proposal, click here or give us a call at 800.887.2348.

RESOURCES FOR YOUR BENEFIT

Below are links to some resources for your benefit.

IRS Publication 590

RMD Uniform Lifetime Table

Original IRA $250,000 Net to Heirs - Outcome Comparison

example

Hypothetical Example

  • Loss of tax deferral
  • Lump sum of income tax
  • Maintain tax deferral
  • Provide a lifetime of income for children and grandchildren
  • Provides a Legacy for Grandparents

Numbers based on married couple of 65 and 64 with 1 beneficiary.