“Combined, income and death taxes could boost what your kids pay on the remainder of your 401(k) and (IRA) to more than 80 percent.”
-The Wall Street Journal, editorial page, February 25, 2002
In the not so distant past, the issue of protecting retirement savings rather than investing for retirement might have been considered putting the cart before the horse.
Not any longer.
Today, Americans have invested trillions of dollars in retirement plans, turning them into the biggest, most valuable asset they own. The largest source of retirement benefits other than social security.
Your Retirement Plan is unlike any other type of asset you own because it is loaded with built-in taxes, complex distribution rules and rigid deadlines that demand specialized attention at some point to ensure a proper exit strategy. Not a do it yourself project! Not just any advisor, either. You need an advisor trained specifically in the IRA and retirement plan distribution rules.
The myth of Retirement Plans
The Retirement Plan myth of defer, defer, defer is dead. The longer you wait to take money out, the more Uncle Sam takes.
We help you prepare an Exit Strategy. We create a plan to transfer money from a plan that is heavily taxed to one that is tax free.
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