Events

Jan
13
Mon
2020
SECURE ACT, A RETIREMENT PLAN OWNER’S GUIDE TO BEATING THE NEW DEATH TAX, AND THE TIME TO ACT IS NOW @ Santa Fe Professional Building
Jan 13 @ 4:00 pm

“The SECURE Act, the most important piece of tax legislation for IRA owners in a generation, passed the House 417-3; it is the Senate that is holding its passage at bay. There are five Senators who have placed ‘holds’ on the bill’s passage – all for reasons unrelated to its retirement provisions – and that is what is preventing the bill from being passed by unanimous consent.

While different experts give different likelihoods of the SECURE Act or something like it becoming law in 2019, and most giving it better than a 50/50 chance of passing in 2019, I think the safe bet is that the SECURE Act or some similar legislation will accelerate the taxes on Inherited IRAs and retirement plans will pass in the next few years. So, for the purposes of planning for our clients, it is much safer to assume the legislation will pass before Retired IRA owners die and plan accordingly.

The big picture here is that the laws for Inherited IRAs and retirement plans are likely to change in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well. The TIME TO ACT IS NOW.

This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking about purchasing one.

    • How to Read a Trust (And Not Get Lost In The Legal Swamp)
    • Trusts hit the HIGHEST tax bracket of 37% with just $12,750 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why!
    • Trusts have Pour Over Wills, that can cause probate, they are not protected from lawsuits and, in most cases, they INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
    • 3 Fatal Errors to Watch For in your IRA/401k Accounts per Ed Slott
    • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
    • Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
    • Do you have an Airbag in your Portfolio for the upcoming swings/crashes in the Market? Is your Portfolio protected against Reverse Interest Rates (where we have to pay banks to hold our monies)? Trade Wars, Tariffs & Taxation? We teach you how!
***DINNER AND WINE WILL BE SERVED AT THIS SEMINAR***
 
This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. 
 

Seating is limited. 
To make reservations, call 352-307-8652 (24 hours).
OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 

 

 

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
Senior Financial Security, Inc.
Santa Fe Professional Building
8564 East CR 466, Suite 202
The Villages, FL 32162

Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.

Reserve Your Seat Today!

Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

Name*

Email*

Address*

City*

State*

Zip Code*

Phone Number*

Seminar of Interest*

Number Attending*

Comments/Questions:

How did you hear about our seminar? (Optional)

*Required Field

Jan
14
Tue
2020
SECURE ACT, A RETIREMENT PLAN OWNER’S GUIDE TO BEATING THE NEW DEATH TAX, AND THE TIME TO ACT IS NOW @ Santa Fe Professional Building
Jan 14 @ 4:00 pm

“The SECURE Act, the most important piece of tax legislation for IRA owners in a generation, passed the House 417-3; it is the Senate that is holding its passage at bay. There are five Senators who have placed ‘holds’ on the bill’s passage – all for reasons unrelated to its retirement provisions – and that is what is preventing the bill from being passed by unanimous consent.

While different experts give different likelihoods of the SECURE Act or something like it becoming law in 2019, and most giving it better than a 50/50 chance of passing in 2019, I think the safe bet is that the SECURE Act or some similar legislation will accelerate the taxes on Inherited IRAs and retirement plans will pass in the next few years. So, for the purposes of planning for our clients, it is much safer to assume the legislation will pass before Retired IRA owners die and plan accordingly.

The big picture here is that the laws for Inherited IRAs and retirement plans are likely to change in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well. The TIME TO ACT IS NOW.

This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking about purchasing one.

    • How to Read a Trust (And Not Get Lost In The Legal Swamp)
    • Trusts hit the HIGHEST tax bracket of 37% with just $12,750 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why!
    • Trusts have Pour Over Wills, that can cause probate, they are not protected from lawsuits and, in most cases, they INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
    • 3 Fatal Errors to Watch For in your IRA/401k Accounts per Ed Slott
    • Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
    • Advanced Strategies to Leverage Pesky RMDs you don’t need or want into tax-free income for you and your heirs (NOT a Roth)!
    • Do you have an Airbag in your Portfolio for the upcoming swings/crashes in the Market? Is your Portfolio protected against Reverse Interest Rates (where we have to pay banks to hold our monies)? Trade Wars, Tariffs & Taxation? We teach you how!
***DINNER AND WINE WILL BE SERVED AT THIS SEMINAR***
 
This is a class for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar and we will never call you for an appointment. 
 

Seating is limited. 
To make reservations, call 352-307-8652 (24 hours).
OUR WORKSHOPS ALWAYS FILL UP FAST, DON’T MISS IT!


*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
 

 

 

LOCATION

BBB Accredited Business
National Ethics Bureau Approved
Senior Financial Security, Inc.
Santa Fe Professional Building
8564 East CR 466, Suite 202
The Villages, FL 32162

Seating is limited.
To make your reservations, call 352-307-8652 (24 Hours)
OUR WORKSHOP ALWAYS FILLS UP FAST, DON’T MISS IT!

PS: The last workshop was full. It could change your life!
(Note:Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)

The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.

Reserve Your Seat Today!

Please complete the form below. Once we receive your information we will contact you to confirm your reservation.

Name*

Email*

Address*

City*

State*

Zip Code*

Phone Number*

Seminar of Interest*

Number Attending*

Comments/Questions:

How did you hear about our seminar? (Optional)

*Required Field