The big picture here is that the laws for Inherited IRAs and retirement plans are changing 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 of purchasing one.

• How to read a trust (and not get list in the legal swamp)
• Trusts hit the HIGHEST tax bracket of 37% with over $15,200 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! Many changes regarding trusts due to SECURE Act!**
• Trusts have Power Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
• 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.
• Have you been told you’re ‘too old’ for a Roth? Come learn all the rules from an expert!
• Let our 33+ years of experience and location in The Villages community educate you!

LOCATION The Brownwood Hotel & Spa The Silas Room 3003 Brownwood Blvd. 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.)