For many high-net-worth retirees their IRA account(s) are their highest taxable asset. The longer your money stays in this type of account, the more money you will pay the IRS.
Whenever a highly appreciated asset is sold-real estate, a concentrated stock position or a closely held business- the IRS will demand that you pay them a share of your profits.
Death is not the end of taxes. High-net-worth retirees who have worked hard and accomplished great success often find a large part of their wealth transferred to the state and federal government(s) before it is handed to their family's next generation.
805 East Bloomingdale Avenue, #783 Brandon, Florida 33511, United States
Monday - Friday: 9am - 5pm EST
Saturday - Sunday: By appointment
Roadmaps Financial Group
805 E. Bloomingdale Ave. #783 Brandon, FL 33511
Email: Roadmapsfinancial@gmail.com
We significantly reduce our clients tax liabilities by strategically aligning the US Tax Code and insurance contracts issued by the strongest carries in the United States. All policies and contracts are backed in full by the claims paying ability of the issuing company. We work with insurance companies who have the strongest portfolio ratings and highest legal reserve ratios.
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