I hope everyone in your family is healthy and safe. Since face to face meetings have been delayed, I have been leveraging technology and conducting online workshops of some of the most important issues facing us and our clients. The first topic I am addressing is the “Ticking Tax Time Bomb” the government has inserted into our retirement accounts. Please join us for a 30 minute overview on this issue and learn how it will affect your accounts.
Hope to see you on this and other programs soon.
Stay healthy and be safe!
Charlie
The SECURE ACT: A Ticking Tax Time Bomb in Your Retirement Accounts
REPOSITION FOR A BETTER FUTURE. NOW.
Tax Savings|Peace of Mind| Flexibilty
The SECURE Act inserted a tax time bomb into retirement accounts. What are You Going to do About it?
HERE ARE 3 SIMPLE, YET CRITICAL QUESTIONS TO THINK ABOUT:
- Who do you want to make your primary beneficiary, your immediate family or Uncle Sam?
- How much of your IRA account do you think will be lost to taxes?
- How do you plan to get the money out without paying the highest possible tax?
Attend one of our FREE 30 Minute Online Workshops:
Tuesday June 9th 8:00am Click on the link below to register for this session:
https://us02web.zoom.us/meeting/register/tZIuf--upzIjGtIp5xKOxbWe8_U9yQsI1Sgb
Thurs. June 11th 12:15pm Click on the link below to register for this session: https://us02web.zoom.us/meeting/register/tZ0lcuysrDspGNZsnwjff2tHKj4b_qtUqzJC
Wed. June 17th12:15pm Click on the link below to register for this session:
https://us02web.zoom.us/meeting/register/tZYodeGhrTMrHNebVyH_28bo_mVJrSD3s9wE
Thurs. June 18th 8:00am Click on the link below to register for this session:
https://us02web.zoom.us/meeting/register/tZcpdO2hrTIrHtx4fKB3sybXOyw0A3KnkOnN
Learn how tax efficiency of wealth transfer strategies for qualified assets changed under the SECURE Act with elimination of the Stretch IRA:
Learn about the alternate strategies that may provide better results:
Tax Savings: Use IRS Safe Harbor rules to reduce the tax liability on
retirement Accounts
Peace of Mind: Eliminate downside market risk
Flexibility: Eliminate RMDs. Your legacy on your term
Charles Melita
Primary Office Location: 200 Schultz Drive, Suite 125, Red Bank, NJ 07701
Secondary Office Location: 675 Third Ave., 9th Floor, New York, NY 10017
Tel: 732-243-9545
Fax: 732-383-5212
Cell: 732-778-6800
Melita_Charles@NLGroupmail.com
www.CharlesMelita.com
www.linkedin.com/in/CharlesMelita
https://www.facebook.com/CharlesMelitaLLC/
