The Challenge
You worked smart, funded a large Qualified or Profit-Sharing Plan and now realize you are sitting on a huge tax disaster for yourself and your heirs. If you would like ZERO Tax retirement income, eliminate market risk, and solve tax and asset protection problems for both you and your heirs after your death, you need to contact me right now!
Most advisors have taught you one process. Invest with me now for the long haul, then consume the qualified money, pay the tax and be happy! A few may suggest you convert to a Roth, but have no tools to help you pay less tax on the conversion, nor the ability to then protect the asset from future market volatility.
We have several strategies to help you convert your Qualified or Profit-Sharing Plans tax smart and pay less tax starting now. We can also help you address the tax and asset protection problems when your plan becomes an Inherited Qualified Asset for your heirs. Absent your proactive involvement now, your unprotected plan will transfer with huge risk exposure!
Check out 2014 US Supreme Court decision on Clark v Rameker. It will be a surprise to you and probably every single one of your advisors! You should ask, "What have my advisors done to provide solutions to protect the transfer of my qualified plans to my heirs from their judgements, divorces, etc."?
Why Us?
Our clients pay less tax. Since your current advisors are NOT sharing this level of advanced tax, market risk avoidance and wealth planning, NOW is the time for new advice and action.
While taxes are on sale and your investment portfolio lost more than 30% - again, and again, and again, how much longer will you stay on your current, very taxable, risky path? You alone have the duty to optimize your retirement outcomes and tax planning . Contact me now and my team will help you stop this train wreck.
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