Tip of the Day
If you have no spouse and you leave assets in your IRA, 401(k), 403(b), Keogh or other qualified retirement plan when you die, your estate may have to pay combined taxes of up to 70% on those assets before your heirs can receive them!
The problem is "IRD" -- Income in Respect of a Decedent -- and there is a creative charitable solution you may want to consider.
For more information
Email us, complete the personal illustration form, or call us at (206) 748-7984 or (800) 752-5902 so that we can assist you through every step of the process.