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

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.

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 $12,150 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.
• 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 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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 $12,150 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.
• 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 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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 $12,150 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.
• 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 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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 $12,150 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.
• 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 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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 $12,150 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.
• 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 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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 $12,150 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.
• 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 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

I Scream, You Scream, We’ll all scream when we see how The US Treasury Has A Plan For Your IRAs!!!! Our upcoming “Seminar and Sweets” is for existing clients, their friends, previous seminar attendees and is open to the public as well. It will cover multiple BRAND NEW strategies on how to protect your financial security. After the seminar we will have an ice cream social from Ollie’s Frozen Custard including Sugar-Free options!


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 $12,150 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.
• 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 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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 $12,150 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.
• 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 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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 $12,150 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.
• 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 2015 is $12,150. If you are leaving assets to your family through a TRUST you must attend to learn how to avoid the Trust tax.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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

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.

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

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.

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

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.

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

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.

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.
• 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 2015 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.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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.
• 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 2015 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.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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.
• 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 2015 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.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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.
• 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 2015 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.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.

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.
• 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 2015 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.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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. 

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.
• 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 2015 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.
• Own Life Insurance policies? Learn how to Live on your life insurance!
• Learn the little known tax loophole no one is talking about – How to NOT take your RMDs at 70½ when you don’t WANT or NEED the money!

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.