Are you concerned about losing up to 90% of your IRA account to Taxes?

Consider the following: 

• IRA Retirement Accounts can be a Time Bomb!
• Traditional IRA distributions are fully taxable at ordinary tax rates
• It is not uncommon for retirees to be in the same or a higher tax bracket
• Both traditional and ROTH IRAs are includible in an estate
• Most pension money winds up in an IRA account
• Naming a trust as a beneficiary can be a costly mistake in some cases
• Missing the required minimum distribution can cost a 50% penalty
• How do you minimize taxes on IRAs?

This is where a CPA/Certified Financial Planner™ practitioner can come to the rescue?   Here is just a partial list of ways a CPA/CFP®, can help:

• Guidance on 72(t) withdrawals before 59 ½
• Prevent over-withdrawing during retirement years
• Assist in distributing and rolling IRA funds         
• Protect IRAs from creditors, bankruptcy, lawsuits ,etc.
• Assist in designing estate plans
• Provide guidance in naming beneficiaries
• Provide wealth management services to prevent or minimize
• Losses from poor investment decisions
• Explore the ROTH conversion
• Help stretch the IRA over multiple generations
• Prevent missing the IRD deduction

A complete financial strategy and plan to protect your IRA from excessive taxes and poor investment choices is only a call away.   Click here for Retirement Planning Services
 
We can help. Contact us for details.