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AVOIDING DOUBLE TAXATION
ON YOUR IRA FUNDS...
If you have more than $1MM in your IRA...
...and you don't need these funds for your own retirement...
...and you were planning on leaving these funds to your kids...
...we have a better plan for you.
Jason
kurchner
Partner
andy
weinhaus
JD,LLM,CPA
Legal Counsel
KERRY
RESCH HEAVENS
Business Development
john
analambidakis
Senior Designer
KELLY
STONE
Premium Financing Loans
YVONNE
MARTINEZ
Operations
IRA ROLLOVER DESIGN REQUEST
The ideal client must:
1. Have net worth that makes G2 subject to 40% in estate taxes.
2. Have a minimum of $1MM in a qualified plan.
3. Not need these funds for their own retirement.
4. Want to pass their IRA funds to the next generation tax-free.
If your client fits these parameters, please fill out the client information below and we will contact you to discuss your case within two business days.
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