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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.

Watch this 4-minute video for a general overview of this program...

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Jason
kurchner

Partner
 

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andy
weinhaus
JD,LLM,CPA

Legal Counsel
 

KERRY
RESCH HEAVENS

Business Development

john
analambidakis

Senior Designer

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KELLY
STONE

Premium Financing Loans

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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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