Are you protecting your retirement assets from the
Detrimental Dozen:
12 IRA & Legacy Planning Mistakes?
IRA and Legacy Planning Presentation
Are you protecting your retirement assets from the
Detrimental Dozen: 12 IRA & Legacy Planning Mistakes
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80% of beneficiary forms on individual retirement accounts, defined benefit plans
and insurance policies are either blank, outdated or not properly filled in. *
Mistakes are common and may cause serious estate planning issues that leave your
beneficiaries facing enormous tax burdens. These mistakes may result in the loss of stretch
capability, probate, unintentional but required distributions, immediate taxable distributions,
unintended beneficiaries, and overlooked income tax deductions.
Attend this COMPLIMENTARY event designed to help you avoid
the DETRIMENTAL DOZEN: 12 IRA & Legacy Planning Mistakes.
· Learn to preserve your assets in a down market
· Learn to save for your retirement, not to pay Uncle Sam for your hard work!
· Understand why every dollar you save in taxes is worth more than every dollar you earn
· Avoid costly mistakes that could cause the IRS to collect 50, 60 or even 70% of your wealth
· Learn how failure to distribute your legacy properly may leave your grandchildren disinherited
· Understand how your will and trust may CREATE excessive income taxes
· Learn how DRASTICALLY your assets can plummet if your beneficiaries fail to stretch your IRA
*Investment News
Beyond the Debt Ceiling Presentation
Your personal Econo(ME) doesn't have to feel so bleak!
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Join us for a discussion on the current US Economy and the impact it is
having on your personal econo(ME).
At this COMPLIMENTARY event you will learn about:
o The current economy and stock market storm
o Historic market returns after recessions and bear markets
o How your accounts rebound after a market downturn
o Strategies promoted by economist and AARPSM
o The impact of inflation on your retirement income
o Safe money strategies
Social Security Maximization Presentation
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In 2011, nearly 55 million Americans received $727 billion in Social Security benefits. The average monthly
benefit for retired workers is roughly $1,175 per month. Most of these people don't realize their monthly
income could have been substantially higher if they delayed beginning their Social Security even by one year!
At this COMPLIMENTARY event you will learn about:
· Now VS Later Analysis
· Spousal Options
· Impact of Working in Retirement
· Taxation of Benefits
· Solving the Income Gap
Please contact our office for more information and to reserve a seat for an upcoming presentation!
541-773-9567 - or - 1-888-707-9567