New laws are on the horizon that could drastically impact your IRA, Roth IRA, and retirement plans. These changes may lead to significant tax increases and affect how your hard-earned savings are passed on to your loved ones. At Senior Financial Security, Inc., with over 30 years of expertise in serving retirees like you, we understand the complexities of these changes. Join one of our upcoming seminars to learn the steps you can take now to safeguard your future and protect your legacy.
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.
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.
The TIME TO ACT IS NOW.
- 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!
This class is for retired folks or people nearing retirement. This is not your average, boring seminar. Come see and feel the difference from someone who truly wants to educate you. Nothing will be sold at this seminar.
Includes Meal & Bloody Mary Bar
Click below to reserve your spot today!
LOCATION
The Brownwood Hotel & Spa in the Silas Room
3003 Brownwood Blvd.
The Villages, FL 32162
Phone: 352-307-8652
DATES & TIMES
Tuesday, November 5th, 2024 at 2:00 PM
Wednesday, November 6th, 2024 at 2:00 PM
DOORS CLOSE PROMPTLY 10 MINUTES PRIOR TO EVENT START TIME
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 Advisers may NOT attend as space is needed for retirees.)
The presenters, speakers and sponsors of this information are licensed, independent Insurance agents. The presenters, speakers and sponsors 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 customers, the seminar is a solicitation for insurance products such as Medicare supplements, Long Term Care Insurance, life insurance & annuities.
Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor
