Free PDF Guide for Investors with $1M+

3 Key Planning Opportunities for Large IRAs

Download this free guide and learn three of the primary tax planning opportunities with traditional IRAs of at least $1 million and help you build a legacy for your family

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Inside this FREE guide, you’ll discover strategies designed to help:

  • Save More for Your Family: Explore the benefits of using life insurance as a Roth alternative to help create tax-free growth and death benefits for your heirs.
  • Reduce Unnecessary Taxes: Discover strategies like partial Roth conversions that can result in long-term tax savings while helping to reduce future required minimum distributions (RMDs).
  • Create a Lasting Legacy: Read ways a Charitable Remainder Unitrust (CRUT) can help extend the life of your IRA distributions while supporting your charitable goals.
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“Through careful consideration and strategic planning, IRA owners can preserve their legacy and optimize the benefits for their heirs under the current tax laws.”

Celine Pastore, CRPC®, MRFC®

SimplePath Retirement, LLC

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