IRA Specialist, Wealth Management and Asset Protection Advisor
The investment climate has always been uncertain – perhaps now more than ever.
Investors need short- and long-term investment solutions that help reduce your risks and liabilities, so that you can potentially get maximum benefit of your hard-earned dollars.
When it comes to your IRA, death and taxes are not certain… (at least not taxes!)
The Integrated IRA Transfer Plan (IITP) can reduce the tax you owe on your IRA withdrawals by up to 46%*
(* Based on the assumptions married couple, aged 59 1/2 $300,000 in IRA investments. $45,000 pension and Social Security income and 2010 tax tables.)
You have two choices with your IRA.
- One, follow the IRS auto-pilot plan and pay thousands of dollars in taxes, or…
- Two, set up an Integrated IRA Transfer Plan and reduce your taxes by thousands of dollars.
Most people don’t know that you can reduce the taxes on your IRA. Don’t be one of them.
With almost 30 years of experience, Kevin Conroy helps clients with all aspects of financial planning, including:
- Estate transfer solutions
- Asset protection against loss due to a long term care stay
- Income tax strategies to help you decide how best to distribute income.
This communication is strictly intended for individuals residing in the states:
AZ, CA, CO, FL, MD, MI, NJ, NM, UT and WY.
Securities and Advisory Services offered through LPL Financial
Member FINRA / SIPC and A Registered Investment Advisor
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» About Kevin Conroy, IRA Specialist
