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Legacy Planning is part of properly structured Retirement Plan that can help provide for your spouse or other beneficiaries. Your estate and various investment accounts can transfer to your beneficiaries without the hassle and costs of Probate or unnecessary taxation.
IRA accounts have become one of the largest types of assets inherited by beneficiaries. If you don’t anticipate needing all of your IRA money in retirement, you may wish to consider a Legacy Planning Strategy that potentially reduces taxes and potentially increases the payout your beneficiaries will receive upon your death. You may want to use some of the value in your IRA to provide your beneficiaries an income stream of up to a ten-years while leaving the balance of IRA assets invested for tax-deferred growth.
Legacy Planning keeps you in control of your real estate and investments and can give you the assurance these will ultimately transfer only to those you desire. We can help you evaluate your financial situation to determine if Legacy Planning could help you meet your goal of structuring an inheritance for your beneficiaries.
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
How can we help you with your planning? What are Your Goals & Concerns?
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, call us at 559-230-1648 today! We are an independent financial services firm helping individuals create retirement and income strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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Will A Recession Rob Your Retirement? A complimentary 20-minute Strategy Visit with Soutas Financial can help ensure you and your family are supported — even if the economy takes another dip.
Phone: 559.230.1648
Fax: 559.230.1651
info@soutas.com
California Insurance License # OK48173
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, or performance data. Any mention of a particular security, portfolio of securities, transaction, investment or planning strategy is not an indication that it is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to adviserinfo.sec.gov and search by our firm name or by our CRD #175083. Any comments regarding safe and secure investments, or Guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory services offered through Foundations. Rates and Guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. This is not endorsed by the U.S. government or associated with any federal Medicare program.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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