Will The IRS Inherit YOUR IRA?

Discover The IRA Inheritance Strategies Available To Help You Hold Onto More 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?

In This Free Guide You'll Discover:

  • 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

Dana is a CERTIFIED FINANCIAL PLANNER (CFP®), a fee-only fiduciary, and the Founder and CEO of Twin Cities Wealth Strategies, Inc. With over 15 years of experience in the financial services industry, he provides trusted financial advice and guidance to busy professionals, business owners, medical professionals, entrepreneurs, and families so they can concentrate on the things that matter most to them. Dana believes that everyone’s situation is unique and that they have a right to a trusted advisor who puts their interests first. 

In his spare time, Dana is very active in the local community. He is a sought-after speaker to local groups, companies, and schools on the topic of financial literacy. Dana resides in Maple Grove, Minnesota with his wife, Sonja, and three daughters, Isabel, Gianna, and Jessica.