THE NEW HOLISTIC RETIREMENT • 85 cf uotnusri ed, ear n ydotuark eo ws t ne p ps et ros omnaanl atgaex ysoi ut ur act ui or nr e nn to we x paonsdu ri ne at nh de potential legislative risks. Marty’s New Strategy To fh ye or eu ra rf ue nvdasr iaonuds et onos lusr ye ot uh ac ta snoums ee toof yd oi vuerr rs ei ftyi rtehme et anxt as tsas teut ss can grow and be spent tax-free. You’ve likely heard of tools like Roth IRAs and Roth 4c o0u1n( kt e) rs p. aRr tost,h wai tchc oounnet sb iogp de ri faf teer e nj ucset. Il ni k ea tt rhaedi ri t i on no an l- RI Ro tAh, saac vc eesrssi ncgotnhter ifbuuntdes i np rree-ttiar ex mdeonltl.aIrnsa Ra no dt h IaRrAe , ctoanxterdi b uwt ihoenns areretiremmaednet wtaixt-hfreaeft.er-tax dollars and can be accessed in Roth accounts are popular for a reason: They can be a gl irkeeal ith owoady t htoa t pt arox etescwt isl larviesresinfrtohme fuletguirsel.ative risk and the Knowing this portion of his IRA was ultimately going to his grandkids, Marty and his wife considered a Roth ct aoxn-vf reeres i os nt r af ot erg tyh. eTi rh ef uy nwd se rbeu tc ounl tciemr na teedl y acbhoouste tah ed isf faevreern’ st di ni lveems tmmae n tMoapr tt yi o nds i si nc uRs soet hd I Ri nA s Cahr aeput seur a l Fl yo iudre. n tSi ci nacl et o tt hh ee ionnvl ey s thma ne nd tl eodp thi oa lnf s hi ins tlroandgi t igoanma le IcRhAasl l, e nMgaerst. y f e l t a R o t h Marty and his wife ultimately picked a tax-free strategy uL isfien g( I Ua L )t.y pGer oowf t hl i f ep oitnesnut iraaln ci ne s icdael l ehdi s I nI Ud eLx epdo l iUc yn i vreerl iseasl oa nn d t hhei sc own ci feep t konf eiwn d etxhi ni sg ws oel uptri oe nv i o unsolty doins cl yu s saeddd. rMe sasret dy tbheenierfitle, gbauctyitplanning needs by providing a tax-free death
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