Repurpose Inherited IRA Funds
Check out our newly released sales idea: Repurpose Inherited IRA Funds.
It’s estimated that nearly 45 million U.S. households will transfer $68 trillion of wealth from Individual Retirement Accounts (IRA) over the next 25 years.¹ Most of these funds will generally be taxable and repurposed within 10 years of the IRA owner’s death.
1. https://www.cnbc.com/2021/07/12/the-great-wealth-transfer-has-a-big-tax-impact-how-to-reduce-the-bite.html.