BOSS is an acronym that we use to refer to the four key people everyone must consider with respect to retirement planning, i.e., developing an income exit strategy and ensuring all IRAs, 401(k)s and similar plans are set up properly:

Beneficiary
Owner
Spouse
Survivors

Without proper beneficiary designations, your retirement assets could default to your estate. This would destroy the opportunity for your heirs to enjoy a Multi-Generational distribution strategy. This strategy allows heirs to “stretch” distributions over their individual life expectancies while the remaining retirement assets continue to grow on a tax-deferred basis (or even a tax-free basis if it’s a Roth).

BOSS reviews should always be FREE services – they are offered by retirement distribution experts and tax professionals who are affiliated with America’s Tax Solutions™.