In These Uncertain Times...
Free Seminar Reveals The Ten
Deadly Financial Mistakes
Retirees Make and Easy Ways to
Avoid Them!!
The vast majority of all retirees today are making financial
mistakes that will literally cost them and their estates
thousands of dollars.
The sad part is that these mistakes can most always be
easily avoided with simple, straightforward, yet little
known steps.
Here are the ten deadly mistakes in no particular order:
Mistake Number One
Ignoring the potential risk of Extended Health Care Cost.
What will protect your family and your assets if you need extended health care because of a disability, accident or chronic illness?
Learn in this seminar what the glue is to hold you financial plan together. Why Long Term Care Insurance should be called WEALTH Insurance.
Mistake Number Two
Paying too much tax on investment income.
This meeting reveals one easy way to reduce taxes on
investment income by up to 85%!
Many folks supplement their fixed income from Social
Security and pensions with income from their investments.
Yet almost all these people are making a mistake that is
reducing the amount of this income that they can spend by
needlessly paying the government more than they need to in
taxes.
There is one, simple way to reduce the taxes due on your
investment income. I'll show you how at this meeting.
Mistake Number Three
Paying unnecessary taxes on Social Security benefits.
If you think like me, the very fact that the government
taxes Social Security income makes your blood boil.
After working for years and years under the Social Security
system and paying into it out of your paycheck after taxes
were paid, Congress decided a while back that Social
Security benefits should now be taxed, if in their opinion
you make too much during retirement.
Even though you paid into a system that up and changed the
rules several years ago to get more of these Social Security
benefits back to
passed a tax package that made up to 85% of your Social
Security benefits taxable.
Why did they do this?
Simple. After years and years of mismanagement,
the Social Security system has been, and
still is, in some trouble. Taxing more of your benefits is
one of the ways the politicians are trying to fix it.
At this free meeting, you will learn one clear strategy that
you could implement to reduce taxes on your Social Security
benefits. This strategy is hardly ever used, but could help
over half of the people currently paying tax on their Social
Security benefits.
Mistake Number Four
Allowing court costs and attorney fees to reduce the amount
of your estate that your heirs actually receive.
I recently read a statistic that over 75% of all Americans
who die have done ZERO in planning their estates. And a
much higher percentage of estates go through probate where
they're subjected to court costs and attorney fees.
This really bothered me since I know how easy it is to avoid
probate.
When you attend this meeting, you'll know –
how easy it really is to avoid probate.
Mistake Number Five
Not Planning to keep retirement in the family for decades, even
generations, and pay minimal or no taxes.
Turn your IRA into a family fortune by setting up a STRETCH IRA.
Pick an advisor who is an IRA expert and create a lifetime supply of
tax-deferred, even tax-free wealth for you and your family.
Mistakes Six through Ten
When you attend this free meeting, you'll also learn:
· One strategy you can use to avoid capital gains taxes
· How easy it is to reduce or eliminate federal death taxes
in most cases
· One easy way to reduce taxes on accumulating investment
income
· How to effortlessly use deferral to increase investment
yields
· One new strategy that will provide tax free income to
your heirs
How a simple 30-second phone call can change
your financial life forever for the better!
I'd like to invite you to pick up the phone and call 1-800-
467-0831 and register for the next free meeting to be held
on the date and at the location shown on the "Upcoming Seminars"
page of this website.
When you call, our receptionist will get your name and how
many seats you want to reserve. That's it.
Let me assure you that this meeting is unlike anything
you've ever seen before. You will get no sales
presentation, period. I promise.
I don't do business that way. After over 15 years helping
people sort through their finances, I know people absolutely
hate sales pitches, so rest assured you won't be subjected
to one.
That said, there's only three other reasons that people
don't attend:
Reason Number One: The meeting is already booked to
capacity. As you can imagine, this happens frequently. If
it does, please accept my apologies. We'll do our best to
squeeze you in if we can, or let you know of alternate dates
in your area, if any. It's always best to place your
reservation right away.
Reason Number Two: They think they're already being taken
care of by their attorney or accountant.
While many people think this, it's usually not the case.
The simple fact of the matter is that these topics are
highly specialized and you'll probably never hear of them
from your accountant or attorney.
Take your accountant for example, how many times have you
seen your accountant other than to do your taxes in the last
year?
If you're like most people, you probably haven't.
Truth is that most accountants and other professionals don't
do planning, and if you're waiting for them to give you this
information, you could be waiting a long time, maybe until
it snows in July.
Reason Number Three: They think that these topics don't
apply to them for any number of reasons. Maybe they think
their finances are too complicated or too simple to attend.
Maybe they think that their estate is too big or not big
enough to attend.
The reality is that the ideas I discuss at this meeting are
universal and can be applied to most situations.
To make sure you're comfortable with what this is all about,
let me try to summarize this meeting here:
The meeting is without cost and will contain no sales
presentation. To make reservations call 1-800-467-0831.
When the receptionist answers just say that you'd like to
make a reservation for the seminar outlined on the attached
page.
Call right away and you'll also receive:
A complimentary dinner: At the end of the meeting, all
ticket holders will be treated to a complimentary dinner
courtesy of Transition Planning Associates.
This meeting is guaranteed to give you a minimum of one
money saving strategy you've never heard before!!
Most people that attend get many, many more.
By now you're probably wondering, what's my vested interest?
Why would I go to all this trouble to invite you to a free
seminar unless I had something to gain from it? (You were
thinking this weren't you?)
The answer is simple.
Some of the people that attend this meeting will eventually
become clients of Transitional Planning Associates,
some of them won't.
Even the ones that don't will leave the meeting with
knowledge they didn't have before, and they'll have a good
taste in their mouth when it comes to Transition Planning
Associates.
Well that's it.
To reserve your space, call 1-800-467-0831 today.
See you there.
Kindest Regards,
June
June Vaccaro
Senior Advisor
Transition Planning Associates
P.S. Reminder, as long as there's seating available, call
1-800-467-0831 to reserve your place to learn the ten deadly
financial mistakes that retirees make and easy ways to avoid
them. The seminar date and time is attached.
P.P.S. This meeting is guaranteed to give you a minimum of
one money saving idea you can use right after the meeting to
your benefit all with no big sales pitch.