We help Baby Boomers and retirees thrive in retirement. The IRS’s new IRA rules will impact Baby Boomers and retirees. We’ve been getting a lot of questions about this and we want to provide clarity.
We’ve created the Retirement and Your Taxes Guide so that you can learn how to protect your IRAs from the IRS. The key timing is that this is a crucial election year. What happens in 2020 will define the future direction of taxes. Depending on who gets elected, things could drastically go in a different direction. The timing of the shifting of your assets couldn’t be more important.
The IRS has just made a big change on the inheritance of IRAs. This dynamic change will impact our children and grandchildren in a big way. Most people are unaware of what is about to hit them!
One way to learn the impact of these new rules is to request a Tax Savings Optimization Plan (S.T.O.P.) analysis. What we have found is that taxes are so individualized that there is not a one-size-fits-all solution.
I’m reminded of a particular client with whom we recently consulted. He’s a 78 year old widower who wants to leave money to his nephews.
Under the old IRA inheritance rules, he would have been able to leave three times more money to his family than he can under the new rules. Under the new rules, the government was destined to become the biggest beneficiary of his inheritance.
Using his Savings Tax Optimization Plan analysis, he was able to not only regain the two thirds that he lost due to the rule change, he’s now able to leave an additional two thirds more! Now, instead of making his IRA an IOU to the IRS, he’s learned how to eliminate Uncle Sam from his family’s inheritance and removed his IRA from the government’s tax target. We can teach you how to do the same.
Discover how to remove Uncle Sam from your retirement income and inheritance. Learn how you can prevent your IRA from becoming an IOU to the IRS. Go to TaxesSaved.com, request your Tax Savings Optimization Plan analysis and get our Retirement and Your Taxes Guide. Don’t worry, there are no high pressure sales tactics or the risk of wasting your time hearing the same worn-out, Wall Street hope and pray strategy. Get real direction for real results on how to live more and leave more!
You’ve worked hard for your money. Imagine, living more and leaving more. The timing couldn’t be more critical. Request your S.T.O.P. analysis and received our Retirement and Your Taxes Guide, now. Remove the worry of reducing your retirement lifestyle or not being able to retire at all. Learn how you can thrive in retirement!
Here’s to your hidden wealth,
Chuck Oliver
Best-Selling Author