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IRA Legacy Planning

IRA legacy planning is a key planning strategy that assists in securing how you will pass along your hard-earned retirement savings to your heirs upon your passing, giving your accounts safeguard from the IRS. Davis Wealth can demonstrate to leave a legacy to your children, grandchildren, and great-grandchildren, with very little tax.

To determine if your retirement accounts are organized in the most tax efficient way and to ensure an income for life, call (888) 360-3006 to schedule your complete planning review.