Helping people eliminate the heavy, immediate, and unnecessary taxation that can destroy their IRAs and 401(k)s.

Can I Ask You A Question? Do You Own An IRA Or A 401(k)? 

We are retirement income distribution specialists. We work with tax professionals to help their clients understand the tax infestation of their retirement accounts. First, we help people preserve their IRA so that it provides them a guaranteed income that they cannot outlive. Second, we will protect your IRA from sudden and unexpected downturns in the market so that the value of your account can never decline no matter the market conditions. Lastly, we defend the IRA from heavy, immediate and unnecessary taxation that can destroy everything that you have worked a lifetime creating.

Have You Converted It To A Multi-Generational IRA?

If you are like most people, they have never heard of this. Perhaps for good reason - no one in your family has died. That sounds horrible, but let me explain. Most IRA holders want the money to stay in the family when they are done using it. Here is where Uncle Sam becomes a partner with you in your IRA. You made a deal with him the defer your tax until either you died or you reached 70 1/2 and began taking distributions from your IRA. If you have not kept everything up to date before you die, there is a good chance Uncle Sam can keep as much as 50% of your IRA. There are ways to create a multi-generational IRA or a family legacy and that is what we can help you accomplish.

May I Take A Moment To Explain Why That Might Be The Most Important Decision For You And Your Family?

Give us a call or send us an email and we will be glad to explain why this could make the difference of several thousand dollars to your family or several million. This is a decision that cannot be put off. If someone in your family dies with an IRA and nothing has been done to insure that it will stay in the family, you may be in for a few surprises that will not make you happy.

Wealth Management Plan

Each of these wealth management issues is interrelated. If you make an adjustment to one issue, it affects the others. That is why it is critical for your clients to have one Advisor who is knowledgeable about their complex financial picture, including their tax situation.

Most financial advisors are expert at only the wealth accumulation segment of this wheel. We, on the other hand, are expert at all four segments of the Wealth Protection Wheel.