We help our clients remove the Domino Affect of IRA Taxation

Whenever you take money out of your IRA those funds are taxed at the HIGHEST tax rate possible-the Income Tax Rate. * 

These withdraws can push you into a higher Income tax bracket.  This means you may pay more tax on: Your other income sources, Your Capital Gains, Your Social Security Benefits, and may push your Medicare into higher cost levels.**

You take all the risk.  

IRS and local governments takes a BIG piece of the reward.

When your IRA makes money the taxing authorities demand that you pay them approximately 1/3 of your profits.

 If your IRA loses money you do NOT get to deduct those losses.

If you win-The IRS wins!***  

If you lose-The IRS still wins!

• You will share, with the IRS, a piece of All of the profits you earn in your IRA for the rest of your life.
• When your surviving spouse inherits your IRA all profits they earn for the rest of their life will be taxed..  
• When your children/ beneficiaries inherit your IRA- all profits they earn will be taxed for another TEN years!*

A successful conversion/divorce strategy will end the taxation of your profits and withdrawals. After your divorce from the IRS:

• All of the profits you earn for the rest of your life will be Tax Free.
• When your surviving spouse inherits your IRA all of the profits they earn  for the rest of their life will be Tax Free. 
• When your children /beneficiaries inherit your IRA-all of the profits they earn will be Tax Free for another TEN years! * 

DECADES of TAX FREE growth.

When you divorce the IRS and end this one sided relationship all of your money stays where it belongs, with you and your family.

Now YOU WIN!