Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
Call Now 623.537.7825
Call Us Call Us

Financial Services

Discover the many opportuinites available to help secure your financial future through the use of insurance products

IRA Asset Planning

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

You may want to use some of the value in your IRA to provide your beneficiary(ies) 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 beneficiary’s lifetime. We can help you evaluate your financial situation to determine if IRA legacy planning may be the best means for ensuring a long-lasting inheritance for your heirs.

Contact Us

Phone: 623.537.7825
Email: info@eaglinfinancial.com

Visit Us

906 W, Roosevelt St.
Suite 1
Phoenix, AZ 85007