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Victory Wealth Services, LLC. | Financial and Retirement Planning | Prescott, Arizona

Victory Wealth Services, LLC. | Financial and Retirement Planning | Prescott, Arizona

Premier Financial, Retirement, Insurance, and Investment Planning Services Firm Prescott, AZ

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Local: (928) 778-1050
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IRA Legacy Planning

What will your legacy be?

IRA accounts have become one of the largest types of assets inherited by loved ones. If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy that potentially reduces taxes and increases the payout your beneficiaries will receive upon your death.

You may want to use some of the value in your IRA to provide your beneficiaries with a regular stream of income while leaving the balance of IRA assets invested for tax-deferred growth. The result may yield substantially more money paid out over the course of your beneficiaries’ lifetimes.

We can help you evaluate your financial situation to determine if IRA legacy planning could help you, and we can work with attorneys and tax professionals to help you meet your goal of structuring a long-lasting inheritance for your loved ones.1

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us by email or call us at (928) 778-1050 today!


1 Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

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Victory Wealth Services is a trade name used by Victory Wealth Services, LLC. and Victory Insurance and Financial Services, LLC. We are an independent financial services firm helping individuals create financial strategies using a variety of investment, insurance products, and services to custom suit their needs and objectives.

 

Securities and investment advisory services are offered through Victory Wealth Services, LLC. a registered investment advisor. Annuities and insurance products are provided by various insurance companies and offered through Victory Insurance and Financial Services, LLC., a licensed insurance agency, doing business as Victory Wealth Services in Arizona. Product and feature availability may vary by state. For background information, please visit: www.BrokerCheck.com.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

 

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products or services. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by insurance company. Annuities are not FDIC insured.

 

• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF

 

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