Natixis Funds: Determine if the Stretch IRA is right for you

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Take steps to stretch your IRA

1. Determine if the Stretch IRA is right for you

The Stretch IRA is a strategy designed to maximize your IRA's tax deferral during your lifetime and help leave a legacy for your heirs. However, the Stretch IRA may not be suitable for every investor. It is designed for account owners whose goal is to leave assets to their heirs and have other sources of income other than their IRA to fund their retirement expenses. By working with your financial advisor, you can determine if the stretch strategy makes sense for you.

Read more about how to stretch your IRA:

Is Stretch IRA for you? | Beneficiaries | Separate accounts | Account registrations | Rules for required min. distributions

This information is general in nature and is not meant as tax advice. Consult a tax professional as to how this information applies to your situation.

RELATED TOPICS

IRA Options

IRA Planning

Account registrations

Rules for RMDs

Frequently Asked Questions

Calculators

Glossary

Pension Protection Act

Realities of retirement

Strategies for retirement

For more complete information, including a prospectus, please contact your financial advisor. You may also view a current prospectus online, order literature through our site, or contact an Investor Service Representative at 800-225-5478. Investors should consider a fund's objective, risks and expenses carefully before investing. This information, and other information, can be found in the fund's prospectus. Please read the prospectus carefully before investing. Other expenses, including sales charges, apply to a continued investment in the fund and are described in the fund's current prospectus.

The mutual funds referred to in this website are offered and sold only to persons who are eligible to purchase U.S. registered investment funds and are offered by prospectus only.