Wine Country Financial Group

IRA Distribution Planning

Strategies to maximize your IRA investments

Choose what to do with the money you’ve saved

If you’ve invested in IRAs during your working life, it’s important to determine how they fit into your overall retirement income plan, especially if you need the cash flow to cover expenses. We can help you determine how your IRA withdrawals can best fit into your overall retirement plans. You have some flexibility on timing and what to do with the money. For instance, if you don’t need it for living expenses, you may want to give it to your heirs or a charity. We’ll help you with those choices.

Contact us today to find out how our financial professionals can help plan your best use of your savings and distributions and help you avoid costly mistakes!

  • Determine how to best use your minimum required distributions (MRDs)
  • Decrease any tax burden you may have with your distribution
  • Plan your IRA distributions to secure your retirement years no matter what age you decide to retire

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