If you haven’t already heard, 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.
More specifically, the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, includes significant provisions and changes related to tax-advantaged retirement accounts.
These changes will impact Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs or any other type of retirement account.
What’s worse is that most retirees don’t know about these changes or how to properly protect their assets from them.
The good news is there are steps you can take now to reduce the damage.
Attend our next seminar “Will This Election Rattle Your Retirement?” to find out how to protect your retirement from these changes.
January 5th seminar at 2PM: https://fxmnii0c.pages.infusionsoft.net
January 6th seminar at 10AM: https://wrfmp4rw.pages.infusionsoft.net
During this seminar we’ll cover everything you need to know including:
- How to Read a Trust (And Not Get Lost In The Legal Swamp)
- Trusts hit the HIGHEST tax bracket of 37% with just $13,050 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 Pour Over Wills, that can cause probate, and because of the 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.
- Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
- The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA
This is MUST KNOW information 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.
January 5th seminar at 2PM: https://fxmnii0c.pages.infusionsoft.net
January 6th seminar at 10AM: https://wrfmp4rw.pages.infusionsoft.net
Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 30 years.
Let our 30 years of experience and location in The Villages community educate you!
*Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.
