10/11/2016 – Protect Your IRA (2 pm)

AVOID THE 5 COMMON MISTAKES OF IRA OWNERS

Common Mistake #1

Trying to Avoid Incomes Taxes Now

Common Mistake #2

Incurring Unexpected Excise Taxes

Common Mistake #3

Losing Your IRA to Long-Term Care Costs

Common Mistake #4

Paying Income and Estate Tax

Common Mistake #5

Naming Your Beneficiaries as Beneficiary

Most people think protecting your IRA is complicated. The truth is once you know the rules it can be simple and with help from a professional, you can save hours of work and thousands of dollars.

All attendees will receive a copy of Jerry Reif’s newly published book entitled                   “Protect Your IRA”

For more information call 989-790-1461