Qualified retirement accounts have become one of the most heavily taxed accounts a client can own. In many cases, these wealthy individuals earmark the qualified accounts as part of their legacy.
How much of their hard-earned money WILL be lost to taxes
How to prevent $100,000 in taxes
How to add MILLIONS more to the legacy leaving more behind
Heirs must take distributions over a 10-year period, resulting in a significant amount of your legacy being paid to the IRS
Additional economic stimulus and recently proposed tax changes point to higher tax rates for affluent individuals and families
Required minimum distributions (RMD) must be taken AND are taxed at ordinary income tax rates
Reduce a significant amount of taxes they will pay
Eliminate the mandatory minimum distribution requirements
Allow clients to leave a larger legacy behind to their family
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