Protect Your IRA

I just finished my new book Protect your IRA : Avoid the 5 Common Mistakes!


Here is the Table of Contents

The 3 Reasons Most People Experience Confusion with Their IRAs

Dont Just Focus on the Taxes

Avoid the 5 Common Mistakes

Common Mistake #1: Trying to Avoid Income Taxes Now

Common Mistake #2: Incurring Unexpected Excise Taxes

Common Mistake #3: Losing your IRA to Long-Term Care Costs

Common Mistake #4: Paying Income and Estate Tax

Common Mistake #5: Naming Your Beneficiaries as Beneficiary

Putting It All Together

Creating Your Protection Plan

If you would like a copy, please visit our main Florida Estate Planning and Asset Protection website and request a copy using the contact form.