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IRA Succession Planning

Avoid lump sum payment to beneficiary to minimize tax liability
Lifetime payout to beneficiaries
Irrevocable payout to heirs
Protect heirs from lump sum distribution

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2023 FMG Suite.

Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Advisory Services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.

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Asset Planning Strategies LLC has compiled a list of resources to assist you in financial, estate and retirement planning. If you don’t find what you are looking for on our website, please contact us at 1.877.728.7878 or email us at info@assetplanningstrategies.com. We can schedule a complimentary planning session to answer all your financial questions.

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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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Asset Planning Strategies

Office: 248.290.5252

Toll-Free: 877.728.7878

Mobile: 248-672-2888

Fax: 248.220-1410

30150 Telegraph Rd.

Suite 444

Bingham Farms, MI 48025

Series 6, 7, 63, 65, and 66

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