Are you an IRA Millionaire™? If so, you could be facing a future filled with unwanted tax bills. Your IRA could become a ticking tax time bomb, leaving you and your heirs with a multigenerational tax burden. But don’t worry—you’re not alone, and you can protect your wealth. Greg will discuss proven strategies to safeguard your IRA from the IRS, ensuring you keep more of your savings now and for the future.

Greg will cover:

• How the “LIFE+10” Tax Trap Works: Understand how your IRA could become a tax-paying annuity, leaving you with fewer assets than you think.
• The RMD (Required Minimum Distribution) Myth: Why relying on the standard RMD approach could cost you and your heirs dearly.
• How to Protect and Grow Your IRA: Strategies that go beyond simply withdrawing and saving to ensure your wealth works for you, not the IRS.
• The Hidden Risk of IRA Taxes: Why taxes on your IRA could reduce your net worth and how to prevent this.
• Exit Strategies for Protecting IRA Assets: Learn how to implement a “distribution and re-accumulation” strategy to safeguard your future.
• Planning for Future Generations: How to prevent your heirs from inheriting a burdensome tax liability on your hard-earned savings.

If you’ve spent decades building your IRA, don’t let the new tax rules take it all away. Join us to learn how you can change your approach and protect your wealth for generations to come.

RSVP: Free and open to the public, but space is limited. Call (352) 750-4029 to reserve your spot.

We look forward to seeing you there.