Will The IRS Inherit YOUR IRA?

Discover The IRA Inheritance Strategies Available To Help You Hold Onto Moe of Your Hard Earned Retirement Savings

Many IRA owners are aware that they have to pay taxes on the money they withdraw from their IRAs. But have you ever stopped to consider the tax implications to your beneficiaries when your IRA is passed on to the next generation?

The 3 IRA Inheritance Options Available Only To Spouses.

Inheritance Options For Non-Spouse Beneficiaries.

The Importance of Naming Your Beneficiaries.

The Importance of Naming Individual IRA Beneficiaries.

How To Protect Your IRA From Being Inherited By The IRS.

Plus, a case study showing the potential impact of various IRA inheritance options.

And much, much more!

When it comes to IRA distribution planning we understand there is a lot to consider, so we’ve developed this FREE report to help you through the process. Get your copy today!

About the Author

Walter became a financial advisor in 1991 and organized his first independent financial services firm in 2010. Since that time, he has focused his efforts on offering his clients a truly independent, private wealth management experience and financial life planning. 

He is a Certified Wealth Strategist and Professional Plan Consultant with Series 7,66 and 63 licenses and holds active Life and Health Insurance licenses in New Jersey, New York, Illinois, Kansas and California (CA Insurance Lic# 0E05940.) 

Walter is a Master Elite Ed Slott Elite IRA Advisor Group. Mr. Pardo is a Circle of Hope Member for Imagine in Westfield,New Jersey and is very active in his community in Central New Jersey. 

Walter resides in central New Jersey with his wife, Suzanne, and two daughters, Isabel and Natalie. He may often be found trying to reduce his handicap at Hawk Pointe Golf Club in Washington, NJ or playing the piano at home with the family.