Plan now to protect your estate for future generations through tax-efficient strategies that preserve the hard-earned money you’ve accumulated–even after you're gone. Consult with us to create a legacy plan that works toward meeting your financial goals, manages your wealth and allows you to pass on that wealth in accord with your wishes and values.
Your IRA required minimum distributions (RMDs) could bump you into a higher tax bracket or even affect how much of your Social Security benefits are exposed to tax. We offer several ways to use your RMDs to fund life insurance to pass on income to your heirs, or to fund annuities to provide you with another income stream later in your retirement.
Retirement Wealth Strategies is an independent business from Cambridge. Investment Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of Arizona, Colorado, Florida, Georgia, Kentucky, Kansas, Michigan, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, West Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced. Powered by AdvisorFlex