FAMILY LEGACY
YOUR DREAMS MATTER

Do you know what your IRA/Retirement Plan is ACTUALLY worth to your beneficiaries? Most don’t…
Are you aware that the IRS is your biggest beneficiary on your retirement accounts & will take up to 40% or more at death? Let us show you how to help your beneficiaries not pay it.
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- Taxes are always due, but you can control when to pay them
- Avoid the tax time bomb that’s building in your retirement plan.
- We will show you why the 401k is now a terrible way to save for retirement.
- Inheritance: TOD on all NQ accounts
- Know what the best way is to pass your assets down to your kids
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Minimizing taxes: Throughout your lifetime, AND to your kids
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- Providing guaranteed death benefits to beneficiaries
- Life insurance- how much is enough? We can calculate it for you by running an in-force illustration. Let us review your existing policy, we can tell you:
- What is your number?
- Do you even need it?
- Can potentially discontinue your existing policy & upgrade it to one that better suits your needs.
- Insurance has no annual reporting to the IRS, is completely hidden. Can’t tax what you can’t see, it is crucial to take advantage of this opportunity
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Estate documents (5 essential), we can help coordinate
OUR SERVICES
Let ABC Wealth Help You Navigate Your Financial Future