Important Event Highlights:

The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type to Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well. The TIME TO ACT IS NOW.

This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.

• How to Read a Trust (And Not Get Lost In The Legal Swamp
• Trusts hit the HIGHEST tax bracket of 37% with over $15,200 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket!

If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!**
• Trusts have Pour Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.

• Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are

Un-informed and ill-informed.
• Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?

• Let our 30+ years of experience and location in The Villages® community educate you!

The Brownwood Hotel & Spa - 
The Silas Room, 3003 Brownwood Blvd, 
The Villages, FL 32163

DOORS CLOSE PROMPTLY 10 MINUTES PRIOR TO EVENT START TIME
OUR WORKSHOP ALWAYS FILLS UP FAST, DON'T MISS IT!
PS: The last workshop was full. It could change your life!

(Note: Lawyers, Brokers, CPA's or Advisers may NOT attend as space is needed for retirees.) 
The presenters, speakers and sponsors of this information are licensed, independent Insurance agents. The presenters, speakers and sponsors of this information Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for customers, the seminar is a solicitation for insurance products such as Medicare supplements, Long Term Care Insurance, life insurance & annuities.

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor