To schedule a meeting in person call our office at (302) 251-8901


32828 Reba Rd, Suite C

Millville, DE  19967


(302) 251-8901

Check the background of your financial professional on FINRA's BrokerCheck- 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 third parties to provide information on a topic that may be of interest. 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.

*Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Loftus Wealth Strategies and Untied Planners Financial Services are not affiliated. 

*We are licensed to sell Securities in DE,PA, MD,IL,NC. Insurance-related services may not be provided to individuals residing in any states other than DE,PA, MD,IL,NC.


Inherited IRA Rules and Mistakes to Avoid

Updated: Apr 18, 2019

Did you know that you have the ability to inherit an IRA and stretch it through your lifetime? Do you understand inherited IRA Rules? Knowing what mistakes to avoid with a stretch IRA is critical to successful retirement income planning:

Top Mistakes to Avoid with a Stretch or Inherited IRA:

1. Not doing a stretch or inherited IRA

2. Not taking an RMD or Required Minimum Distribution

3. Not Splitting it Up

4. Titling it Incorrectly

5. Making Contributions to the IRA

6. Not following up with your Custodian

7. Not assigning a beneficiary or a contingent beneficiary

8. Reviewing your beneficiary on a yearly basis or after life changing events.



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