Beneficiary Planning

Beneficiary planning can seem straightforward, but there are tax pitfalls to avoid. Changes in your life should alert you that it is time to review your designated beneficiaries. Retirement Pathways can guide you through the methods for planning your legacy, to help your heirs avoid unnecessary tax burdens and ensure that your wishes are carried out as intended.

Stretch IRAs, for instance, allow your beneficiaries to continue to draw earnings from your IRA savings even after you’re gone. Retirement Pathways can walk you through this process to benefit both you and your loved ones.

Securities offered through American Equity Investment Corporation. Member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck. 4222 Grant Line Road, New Albany, IN 47150. Investment advisory services offered through American Capital Management a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Equity Investment Corporation and American Capital Management.