Speak directly with a 412(i) Advisor
CALL - TOLL FREE - 800-433-9667 NOW!

OR  Click Here  to provide your phone number
and best time for our 412(i) Advisor to call you.

Free 412(i)
Feasibility Study
Tax, Litigation and Retirement Planning
  412i Defined Benefit Plan
  Captive Insurance
  Premium Financing
  Corporate Charitable Planning
  Family Limited Partnership
  Survivorship Stand-By Trusts
  Qualified Money Conversions
 
  A Qualified Plan Consultant will prepare a custom 412 Plan Feasibility study for your business or practice based upon your unique goals and circumstances and your business’s cash flow.  
  Bert Cutler bert@taxstrategy.com

Tel: 800.808.4020 		 
     

Asset Protection Tools



Protect Your IRA From The IRS

If you have an IRA, 401(k), or Other Qualified Plan ...

Learn how you can save Your family Millions!

  • How to maintain control and ownership!
  • How to avoid confiscatory taxation of your IRA at death!
  • How to maintain your right to choose IRA beneficiaries!
  • How to extend the life of your IRA over Future generations!


Note:

Many IRA or Qualified Plan Receipitants do not wish to start taking the taxable income from their plans at 70 1/2 but are advised that they must. This may not be true and under certain conditions can be avoided. But pre-planning is essential. Once you start taking required distributions under the recalc mode, it can never be changed.

A Word Of Caution

This is one of the most complex areas of the Internal Revenue Code. Much is commonly misunderstood or ignored by many IRA custodians and planning companies. It is vital that you take the time to select an advisor or firm who can help you navigate these waters. Properly doing so leads to tremendous savings and wealth transfer opportunities.

For a Free Analysis of your IRA or QRP status
Complete and Submit the following Stretch IRA Client Data Form today (Or, print, complete, and Fax us this form)

Multi-Generational IRASM
Client Data Form
Client-Name:     
          (Last Name)                       (First Name)                     (Middle Name)
Birth Date:  Click to view Calendar
Smoker?:

Spouse-Name:     
          (Last Name)                       (First Name)                     (Middle Name)
Birth Date:  Click to view Calendar
Smoker?:

Street Address:
City:
State:
Zip:
Phone Number: -  -
Fax: -  -
E-mail Address:
  Children:    Grand Children:
 
                Name:    Age:                Name:    Age:
1. 1.
2. 2.
3. 3.
4. 4.
5.
5.
Current Account Value:        Traditional IRA:                  Roth IRA:
   
Minimum Distribution Election:
Assumed Rate of Return: %
Additional Contributions: Amount:     Years:  
Additional Income needed from IRA: Amount:  (3% inflation factor)
Beginning at age: Amount:  
Will an Estate Tax Exemption be applied to the IRA?:
Additional Comments:

      

Contact the Pension Professionals of Florida today to determine how best to protect your assets.
Pension Professionals of Florida Tel: (727) 538-7762. (800) 433-9667 Fax: (800) 967-5109
Website Developed By  CyberBest Technology, Inc.