November’s FREE Relaxing Retirement Coach Telephone “Strategy Session

Relax in the Comfort of Your Own Home
and Listen in As I Reveal…

“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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Why Retirees Are NOT Receiving The Investment Returns They Need In Retirement