What you need to know whether you’re inheriting an IRA (or 401k) or just trying to protect your heirs!
Make sure you (or your heirs) don’t pay a penny more in taxes than you have to. I’ll share some horror stories you’ll want to avoid and…
I’ll cover some of the do’s and don’ts on what to do when an IRA or 401k is inherited. After all, you wanna make sure you stay out of hot water with the IRS!
This is the topic of next week’s (Tues July 20th, 2010) ‘Coffee Talk’ call. The information is Free, with no obligation on your part.
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
(It’s OK if you Forward this to a few of your friends and business associates. They might find the call interesting and helpful too)!
Hope to ‘See’ you next Tuesday!
Brian Fricke, CFP
Author – Worry Free Retirement
Top Wealth Manager 2004 – 2009 -Wealth Manager Magazine
Top Financial Planning Firm – Orlando Business Journal
Email: bfricke@fmcretire.com
Web: www.brianfricke.com
Facebook: Facebook.com/Brian.L.Fricke
Twitter: Twitter.com/BrianFrickeCFP
PS – I was recently quoted in the Fox Business article, “When Retirement is Just Around the Corner” – Read it here: http://bit.ly/a6N7Uh
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Bonus: when you do, I’ll send you a signed copy of my book Worry Free Retirement, also at NO CHARGE!
***Listen To Last Week’s Call***
If you missed Last Week’s Call How To Legally Avoid The 10% Penalty Tax If You Take Money Out of A Retirement Account Before Age 59 1/2 The digital Audio can be found here or you can Click on the link below to listen to the audio.
http://www.brianfricke.com/conference-calls
Tags: brian Fricke, certified financial planner, finance, financial advisor, Financial Management Concepts, financial planner, Financial planning, retirement, retirement planning, wealth management
