Your financial planning today shapes the legacy you leave behind. Modern Edge Capital helps you master IRA legacy planning, using tailored strategies to ensure your retirement assets benefit the people or causes you cherish most, securing your wealth management vision for the future.
Carefully selecting and updating beneficiaries is essential. Name both primary and contingent beneficiaries to ensure your assets are distributed according to your wishes, even in unforeseen circumstances
Converting a traditional IRA to a Roth IRA can provide tax-free distributions for beneficiaries, though it triggers income tax on the converted amount
Although limited by the SECURE Act, this strategy involves leaving retirement accounts to younger beneficiaries to maximize tax-deferred growth
Establishing a trust as the IRA beneficiary can offer greater control over asset distribution and protect funds from creditors
Donating a portion of IRA assets to charity can offer tax benefits and support philanthropic goals.
With Modern Edge Capital, securing your financial future is effortless. Beyond basic financial planning, we’re your trusted financial partner, crafting a custom retirement planning roadmap to achieve your retirement goals and long-term wealth with confidence and simplicity. Let’s get started today!
Contributing to a retirement plan creates a nest egg that fuels future income. With Modern Edge Capital, your retirement savings ensure financial security, empowering you to sustain your lifestyle comfortably throughout your golden years.
Starting your retirement planning early with Modern Edge Capital harnesses compound interest to grow your savings over time. This builds a larger nest egg, delivering greater retirement income and financial security for your future.
Planning for retirement today with Modern Edge Capital leverages time and compound growth to boost your savings. It also gives you flexibility to tweak your retirement strategy while still earning, ensuring a robust nest egg for lasting security.
Retirement planning is essential to secure ample savings and income for your future. Without a solid financial plan from Modern Edge Capital, covering lifestyle needs and medical expenses could falter, jeopardizing your financial security in retirement.
Expert financial advisors, retirement planners, and wealth managers at Modern Edge Capital provide thorough retirement planning and ongoing management to secure your financial future with tailored, comprehensive strategies.
We work with trusted custodian Fidelity, to securely custody and protect your assets. Fidelity is registered with the SEC and is a member of both FINRA and SIPC, ensuring the highest standards of compliance and security. Fidelity adheres to the SEC’s Customer Protection Rules, safeguarding your assets against misappropriation.You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
We encourage you to verify your financial professional’s background using FINRA’s BrokerCheck. The information provided here comes from sources we believe to be reliable, but it’s not intended as tax or legal advice—please consult a qualified professional for guidance tailored to your situation. This content is for general informational purposes only and not a solicitation to buy or sell securities. Securities and investment advisory services are offered through Hornor, Townsend & Kent, LLC (HTK), a Registered Investment Advisor and member of FINRA/SIPC, located at 600 Dresher Rd., Horsham, PA 19044 (800-873-7637, www.htk.com). HTK, a wholly-owned subsidiary of The Penn Mutual Life Insurance Company, is unaffiliated with 1847 Financial and other entities listed. Opinions expressed are those of Modern Edge Capital and may not reflect HTK or its affiliates, who do not provide tax or legal advice. We are licensed for insurance and securities in Pennsylvania—contact us for a full list of licensed states. This is not an offer or solicitation in states where we are not properly licensed or registered. Always seek personalized advice from a qualified advisor for your unique circumstances.
