Best Financial Advisors in Venice, FL

Learn how you can AVOID the most common IRA and 401(k) tax traps and pitfalls! n nIf you run afoul of some of the IRS rules, the penalties can be quite stiff — all the way up to a disqualification and taxation of your entire retirement account. n nIt’s crucial to be familiar with the ins and outs of your retirement account, or your mistakes could be costly. n nIf you’re an IRA or 401(k) owner, you’ll want to know how to avoid these mistakes that up to 80% of retirees make: n n✔️ Failing to first take required minimum distributions n n✔️ Being unware of the SECURE Act 10-Year rule and how it will impact your IRA n n✔️ Unfamiliarity of IRA/401(k) rollover rules and restrictions that could cause immediate taxation n n✔️ Exceeding your IRA contribution limits n n✔️ Overpaying fees and loans on IRAs, 401(k) and other retirement accounts n n✔️ Not knowing the secret to converting your retirement account into tax free income n n✔️ Misunderstanding your self-directed IRA prohibited investments n n✔️ Not moving 401(k), 403(b) and tsp plans to more flexible IRAs n n✔️ Being unknowledgeable in your IRA prohibited transactions n n✔️ Not getting a second opinion and having a PLAN that can possibly give you guaranteed income for life! n nThese are just a few important points covered in this brand-new and ONLINE presentation. n nNote: This is a 40-minute online presentation that is packed with the facts you need to know about your IRA taxes, fees and penalties that can directly impact your retirement and will be shocking to learn for many. n nOne of the most frequent questions we hear from attendees is:...