The Legal and Financial Steps You Should Consider Right Now If Your Are Retired, Or Planning To Retire In the Near Future

·         Some of the biggest mistakes retirees make and how you can avoid them.

·         What you must know about lifetime income planning…or “How Not to Go Broke” by outliving your money!

·         Learn one of the legal documents you should already have
in place….and the three things it should contain.

·         How to prevent your IRA from becoming an IOU to the IRS.

·         The three steps you must take to protect your assets from Medicaid and nursing homes.

·         How to prevent probate and taxes from eating up your estate.

"PROTECTING AND GROWING YOU IRA"

If you have IRAs in excess of $100,000(including any amounts you may rollover from a 401k or other employer plan), thanks to new tax laws, they may eventually be worth millions to your loved ones OR may be seriously exposed by your current estate plan!

You may say that your IRA is NOT you biggest asset…one of the secrets I am going to help you discover is because of new income tax rules, your IRAs, when inherited, may, in fact, wind up being the LARGEST ASSET LOVED ONES RECEIVE FROM YOU!

But guess what? Your IRA, while potentially being the largest assets you leave your loved ones, can also face Triple Taxation! AND you also have a potential estate tax up to 48%!

The bottom line is: Do you want to maximize your IRA so that it is potentially worth millions to your family in the future (left and distributed in your exact wishes to charity and family) OR will you take the risk and leave it unprotected and ready for the government to eat chunks out of it?

To request this seminar on DVD, please call our office Toll Free at 1-800-821-8699.  After hours, just leave your name and address on our voicemail and we’ll mail your DVD the next business day, or email us anytime.

There is no charge for Louisiana residents.