IRA Protection Trust

Your Family May Lose Millions           

If You Don’t Have an “IRA Protection Trust”!

If you have IRAs totaling in excess of $200,000 (including any amounts you may rollover from an employer retirement plan), find out about this latest breakthrough in wealth preservation.

Did you know that your IRAs may be subject to over 50% income taxation in the future?  Without “IRA Protection” planning, your spouse and heirs could loss over ½ of your IRA assets to income taxes and lose the “asset protection” benefits previously afforded to you!

Learn why your Will and/or Living Trust are not enough to protect your IRAs, or avoid crippling income taxes, and how this separate, cutting-edge trust may help you:

*  Ensure your IRA beneficiaries take advantage of the maximum income tax “stretchout” and continue to compound your wealth, tax-free!

*  Avoid massive “income taxation” on the distribution of your IRA to you, your spouse and your heirs!

*  Protect your loved ones from losing your IRA to a divorce, lawsuit, creditors, or government claims!

*  Prevent your beneficiaries with poor money-management skills from blowing it all!

 

Taxation is the power to destroy wealth!

The good news – IRA Protection Trusts and tax planning strategies are available today which dramatically reduce the taxation risk to you and your family!  However, protecting your retirement assets and your legacy to your heirs does require proactive planning on your part!  While generally reserved for persons with more than$200,000 in tax deferred retirement accounts,these plans are fast becoming an integral component of comprehensive retirement and estate plans.  

 

Dan Johnson

President, Certified Estate Planner

DMJ & Associates – Austin, TX 78759

 

Can’t attend a workshop?  Call me today at (512) 346-6444 today for more information!