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
- 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 $12,300 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 2016 is $12,300. 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.)
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Reserve Your Seat Today!
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