The US Treasury Has A Plan for Your IRA…Do You? November 1&2

Calendar

When:

@

Repeats

2016-11-01T14:00:00-04:00

2016-11-01T14:15:00-04:00

Where:

Santa Fe Professional Building
8564 East County Road 466 #202
The Villages, FL 32162
USA

Contact:

Senior Financial Security, Inc.

(352) 307-8652

Seminars Special Event

We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent of your IRAs.

This is a must seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs.

6 Strategies To Protect Your Financial Security

• With the stock market having a rough year, you’re probably wondering, could the upcoming presidential election wreak havoc on an already teetering stock market? The answer is YES!



• Based on data going back 100 years, the stock market historically suffers major losses during the eighth year of every second-term presidency.
• It only makes matters worse when you factor in terrorist attacks, the recent awful jobs report, economic problems growing in China, and an oil market that has already crashed at the start of this year.
• These are the reasons we recommend to our clients principal protected and guaranteed investment products: because the future is too UNPREDICTABLE!
• Learn how to use our Patented strategies to build a Never-Ending Nest Egg WITHOUT using Annuities!
• Attend an upcoming seminar to see how you can better protect your money from higher taxes, especially if you are a trust owner!

Due to the popularity of this workshop, available seating is limited and reservations are required. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

Seating is limited. To make your reservations, call 352-307-8652 (24 Hours) OUR WORKSHOPS ALWAYS FILL 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.

Reserve Your Seat Today!

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

Error: Contact form not found.

 

We are conducting an informational workshop that covers many topics related to your retirement. There will be nothing sold at this workshop. Our speaker, Jean A. Dorrell, a Certified Estate Planner, is a Published Author and has been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, on topics pertaining to retirees. Jean has appeared on the “Money Watch” segment on Fox 35 over 30 times and is known as The Smart Money Gal. Jean will inform you about recent changes in Federal and State laws which allow the government to legally tax 30 percent of your IRAs.

This is a must seminar for Retirees who have previously planned to live on their investment income, annuities and IRAs.

• Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who will be in the top tax brackets with just $12,400 in annual income!



• IRA distributions are exempt from the 3.8% surtax on net investment income, but taxable distributions from these accounts can push income over the threshold amounts causing other investment income to be subject to the tax, such as annuity withdrawals and stock dividends.
• Find out how Roth conversions are more valuable as a means to eliminate future taxable income and eliminate future RMDs from traditional IRAs before higher tax rates become effective.
• Own Life Insurance policies? Learn how to Live on your life insurance! Use existing life insurance policies to fund a TAX FREE retirement pension for you or your children!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70 ½ when you don’t WANT or NEED the money!
• Trusts are hit hard – The 3.8% surtax kicks in at much lower income levels for trusts. The threshold for trusts and estates is the amount at which the top trust tax bracket takes effect. This amount in 2016 is $12,400. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust Tax.

Due to the popularity of this workshop, available seating is limited and reservations are required. If married, we ask that both spouses attend. Please respond immediately to guarantee a seat.

Seating is limited. To make your reservations, call 352-307-8652 (24 Hours) OUR WORKSHOPS ALWAYS FILL 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.)

Reserve Your Seat Today!

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

Error: Contact form not found.