Events

Your are Cordially Invited to Attend

An Informative and entertaining event for adults 55 and over

Retirement Plan Exit Strategies Save Retirees From Overpaying The IRS Hundreds of Thousands of Dollars

 

 

The Vast Majority Of Retirees Overpay The IRS Hundreds of Thousands " You Don't Have To Be One Of Them!

Did you know that it's very common for someone with a $250,000 IRA / Retirement Plan to end up paying tax on over $1,000,000 of distributions?  You may very well end up paying more tax on your IRA / Retirement Plan than you have in your retirement account right now!

You are invited to a SPECIAL EVENT where you will learn FIVE (5) strategies,

each designed to eliminate tax on hundreds of thousands, if not millions of IRA / Retirement Plan distributions.  Here's a sneak preview of what you will learn:

  • Why the IRS expects to collect an effective 100% tax rate on your IRA / Retirement Plan (why isn't your   CPA telling you about this?)
  • Five strategies designed to save you and your family hundreds of thousands in unnecessary taxation on your IRA / Retirement Plans
  • Why Roth Conversion is often a good idea, but hardly ever the best one
  • How to fully protect your IRA beneficiaries from creditors including divorce (and why using your trust almost never works like you think it will!)
  • And much, much more.

This event is TWO DAYS ONLY and reservations are required.  To reserve your seating, call our 24-hour toll-free recorded line:  (866) 933-2290.

We have room for only 30 attendees, so reserve your seating RIGHT NOW!

LOCATION:              Roosevelt  Glen Corporate Center

                          799 Roosevelt Rd

                          Building 4 Lower Level                                   

                                    Glen Ellyn IL 60137

DATE:                        Tuesday, Oct 20 2009 & Wednesday, Oct 21 2009 

TIME:                        3:00 PM - 4:30 PM      (Light refreshments will be served)

Note:  This event is for investors only.  Financial advisors will be charged $1,500. 

Attorneys and CPA's are welcome.  Topics discussed are most appropriate for investors with IRAs / Retirement Plans of $100,000 or more.

 

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