FREE Relaxing Retirement Coach Telephone “Strategy Seminar”
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”
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 Seminar, 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.
Reserve Your Spot Right Here.
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I will NEVER sell, rent, or give your name and other information to ANY marketer or promoter. You can also unsubscribe from my information at any time by simply clicking on the link that’s at the bottom of every one of my emails.
A CASE STUDY:
Why Retirees Are NOT Receiving The Investment Returns They Need In Retirement