November’s FREE Relaxing Retirement Coach Telephone “Strategy Session”
Relax in the Comfort of Your Own Home
“The 7 Most Costly Tax Mistakes Your Spouse and Children Can Make When They Inherit Your IRA and 401(k), and How You Can Avoid Them Right Now”
When: Thursday, November 17th
Where: Relax in Your OWN Home and Listen In
Time: 7:00 p.m.
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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