For Retirees 70 And Older With An IRA They Don't Need
Turn Your RMDs Into A Bigger Gift For Your Kids
Leave your kids more… and the IRS less.
For Retirees 70 And Older With An IRA They Don't Need
The Part Nobody Warns You About
It's true…
Most retirees never see this coming…
The IRS doesn't collect on your IRA just once.
It collects twice.
Once while you're alive…
Through the withdrawals you're forced to take, whether you need the money
or not.
And again after you're gone…
When your children inherit what's left, and the bill lands on their tax return.
This means they're double dipping on your hard earned savings…
There's a name for it.
It's called the Double Tax Trap.
And on a healthy IRA, that second cut alone can quietly cost your family a
small fortune.
Here's the part worth knowing…
Savvy retirees have found a way around it.
Whether it fits your situation is exactly what the quick survey below is
built to tell you.
And It Gets Worse Every Year
Doing Nothing Is The Expensive Choice
Here's what makes it sting…
At 73, the government stops asking.
It forces you to pull money out of your IRA…
Every single year…
Whether you need a dollar of it or not.
You're taxed on all of it.
And the part you don't spend just piles up in savings…
Doing nothing…
Waiting for that second tax to land on your kids.
Every year that passes, the trap grows a little bigger.
Doing nothing feels like the safe choice.
For your family, it's quietly the most expensive one.
The Way Out
Turn The Money You'll Never Spend Into A Bigger Gift
Here's what those savvy retirees figured out…
The part of your IRA you'll never spend is not really your retirement money
anymore.
It's your children's inheritance…
Sitting in the worst possible place for the job.
Which means it's time to give it a new one.
You can reposition that part…
Into something built for a single purpose…
To leave far more to your family, and far less to the IRS.
You can keep control.
You can keep access.
No lawyer…
No new taxes today.
And those forced withdrawals you never needed?
They quietly became the biggest gift you ever gave.
Exactly how that works for you depends on your situation…
And that's what your free suitability review call is for.
This is for you if:
GOOD FIT
You're 70 or older.
You have $200,000 or more in an IRA.
Your required withdrawals are money you don't need to live on.
You'd rather leave more to your kids than to the IRS.
Probably not a fit if:
Not yet
You're under 65.
You need every dollar of your IRA for living expenses.
You don't have an IRA.
You're Not The First
The Savers Who Did Everything Right Are Getting One Last Thing Right
You're not the first to see the trap.
The ones who do tend to be the careful savers…
The people who did everything right the first time.
And simply want the last decision to be right too.
There's no fanfare to it.
Just a quiet choice…
Made once.
And more careful savers make it every month.
The strategy itself isn't the question anymore.
The only question left…
Is whether it fits you.
How It Works
01
Qualify.
Answer 5 quick questions at the bottom of this page. Takes about 30 seconds.
02
Get matched.
A Licensed Inheritance Bridge Advisor reviews your accounts in a free call.
03
Decide.
See what your family could keep. No obligation…you leave with clarity either
way.
Why Should I Schedule My Free Inheritance Bridge Suitability Review Call?
Only 30% of prequalified Americans can actually implement The Inheritance Bridge.
There are legal restrictions like the types of accounts you have, how long you've
been funding them, and your current age.
To complete your qualification and provide a customized and personalized Inheritance Bridge plan, your Licensed Inheritance Bridge Advisor will need 5 to 15 minutes so they can determine if The Inheritance Bridge is suitable for you.
Like a mortgage, once you're pre-qualified, you need to speak with a banker.
This is no different.
Your Licensed Inheritance Bridge Advisor will be the first to tell you that The Inheritance Bridge will not work for you.
Don't wait, and begin the suitability process by completing the brief survey below.
The Inheritance Bridge works best for those with at least $200,000 in an IRA.
Step 1
Take The 30-Second Pre-
Qualification Survey
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