IRA Stretching

IRA Stretching


Stretch your IRA across generations! 

MLC Financial Services can assist you in establishing a plan to stretch your IRA funds across multiple generations to Children, Grandchildren and Great Grandchildren…or to the Charity of your choice.  Often times, when inheritance is left in a lump-sum fashion to kids, it is quickly squandered or lost to heavy taxation.  Imagine instead, providing a lifetime stream of income that can span generations, truly leaving a Legacy to your family.

Traditional IRA to a Roth Conversion

Traditional IRA to a Roth Conversion


Convert your Traditional IRA to a Roth, while you still can!

MLC Financial Services has a solution, and we’ve already helped many of our clients begin to convert their fully taxable IRA’s into tax-free Roth’s. This solution is not for everyone, but a professional can sit down and help determine if it makes sense for you. The earlier you get started, the better the results, so don’t hesitate another day.

Tax-Free Retirement

Tax-Free Retirement


Which would you like, Taxable or Tax-Free Retirement?

MLC Financial Services can help you establish a special program that will provide Tax FREE…that’s right….TAX FREE income to them in their retirement years.  This solution is not for everyone, but one of our  professionals can sit down with you to determine if it’s a good fit.  Even if you already have a 401k or IRA, these IRS approved programs can still work.  We would love to share with you the secret to turning TAXABLE into TAX FREE.

401K Rollover

401K Rollover


Questions on Rolling your 401K?

When you work with MLC Financial Services to roll over your 401K, 403B, 457, or Thrift Savings Plan, we will assist you with all of the necessary paperwork and help to simplify the process.  We help our clients with hundreds of rollovers each year, and we would appreciate the opportunity to assist you as well.