Important Event Highlights:

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance, Kiplinger’s and Fox Business Daily News, and appeared on Fox 35 “Money Watch” over 30 times. Our Company, Senior Financial Security, Inc., has served our clientele in The Villages community and surrounding areas over 30 years.

The big picture here is that the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. Steps can be taken to reduce the damage. This is a seminar for Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Devastating Consequences of owning a Revocable Living Trust* and the combination of a Trust and an IRA will be covered as well. 

THE TIME TO ACT IS NOW.

This is a MUST seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.

• How to read a trust (and not get list in the legal swamp)
• Trusts hit the HIGHEST tax bracket of 37% with over $15,200 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn't know that, come find out why! Many changes regarding trusts due to SECURE Act!**
• Trusts have Power Over Wills, that can cause probate, and because of SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs. 
• Hopefully you don't own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are un-informed and ill-informed.
• Have you been told you're 'too old' for a Roth? Come learn all the rules from an expert!
• Let our 33+ years of experience and location in The Villages community educate you!

*Professor John Huggard and author of Living Trust, Living Hell
** Based on 2024 figures

Investment Advisory Services offered through Bucket List Wealth Management LLC, a Registered Investment Advisor.

The Brownwood Hotel & Spa
Silas Room
3003 Brownwood Blvd.
The Villages, FL 32162
Phone: 352-307-8652

Reserve Your Seat Today!