November’s FREE Relaxing Retirement Coach Telephone “Strategy Session” Relax in the Comfort of Your Own Home and Listen in As I Reveal…

Here’s What You’ll Discover During this Telephone “Strategy Session”:

• How your children and grandchildren can avoid instantly paying 40.5% of your hard earned IRA to taxes
• What your spouse must do to avoid the 10% excise penalty tax
• What 2 steps your beneficiaries must take to comply with the IRS, and receive all the tax saving benefits of an Inherited IRA
• What traditional IRA rules do NOT apply to Inherited IRAs which can cost your spouse thousands of dollars in unnecessary taxes
• How to structure your primary and contingent beneficiaries right now
• 2 overlooked options you must consider with your 401(k)

To Register For This Telephone Strategy Session, Simply Fill In The Information Below. A written confirmation, along with your call-in number and password to join us will be sent to you shortly.

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