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Evan Heaton Safe Money Radio Host Saturdays @ 11 AM, 1370 AM, KJCE |
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"How to Keep the IRS From Taking More than Half of Your IRA or Annuity Value Guaranteed"Are You Aware of the recent Tax Laws and IRS Rulings that May Affect Your Assets; Learn How To Keep and Increase Your Assets Now. Not reading this report may cost you thousands of dollars. For instance...
Is it possible to eliminate these problems once and for all? This important report answers these and many other questions. Problems you may not even know you had. When I first wrote this note to you I wanted to save the worst for last. Then I realized that it would be presented in the beginning… "A Real Life Example" Mr. and Mrs. Jordan, both who are age 67, had deposited $150,000 in annuities over the past 15 years. By the time we sat down together their annuities had grown to $320,000. They had a goal to let this money grow tax-deferred, and pass it on to their children. They also wanted money set aside in case they need to go into a nursing home. I quickly saw a problem. A VERY BIG PROBLEM!! If they continued this way, passing the money to their children, the taxes on the interest would be due. All At Once!! In other words, had the Jordan's died at this point, their tax situation would have looked like this: Annuity values $320,000 Income taxes due - $64,000 The children would get $256,000 That's an loss of $64,000, Over 20% the total value of their annuities!! You need to learn how to avoid the "Time-Bomb" and keep the IRS from taking half of your annuity! Together we applied a little known provision in the Tax Code. We set up a monthly distribution from one of the annuities to receive an income that is mostly tax-free. That same income is being deposited in a special program that will pay their children a larger amount than the after tax proceeds from the annuity. Even better, this money will be 100% income tax-free!!! Because of this advanced-planning technique, their children won't have to pay $64,000 in income and estate tax. And thanks to this planning technique, the children would receive $540,000 TOTALLY TAX FREE. To sum up, the Jordan's have been able to: Almost eliminate income taxes of $64,000 Have more spend able income Protect their estate from long term and health care costs Keep far more of their hard-earned money Pass more money to their children All of this was done without any out-of-pocket expenses. Warning: Without proper planning, the taxes will come due all at once. You and your estate will then be in the maximum tax brackets. As time goes on, the tax problem compounds. Be aware this could apply to you. Who's Getting The Best Deal, You Or Your Annuity Company Ideally, your annuity should be a good deal for your bank, the insurance company and you. Unfortunately, this is not always the case. This is an area where what you don't know really can hurt you! The following questions need to be answered: Are the interest rates getting worse?
These are just a fraction of the mistakes and problems we encounter every day. I'm sure that at least one may apply to you. And you could possibly benefit from all of them. That is why I sent you this letter and... A Special One Time FREE Offer Your situation may be unique. Because of this, I am giving you a special FREE offer. So please, pay close attention and be prepared to act immediately. This special FREE offer is being made to a limited number of IRA and ANNUITY owners and I expect most of you to take me up on it. Even so, if you call today I will honor this one time FREE offer no matter how many calls I get. So here is the offer... Call today and I will schedule a FREE one-hour advanced planning and review. During this FREE review you will learn:
You'll also learn these insider secrets:
Most importantly...during this valuable review I Will Not Try to Sell You Anything. In fact, that will be the last thing I would do, due to time restrictions. This Review Will Be For Your Benefit Only! What's in it for me? If I can save you thousands of dollars and earn your trust, it will be worth 10 times the value I'm offering...For Both of Us. How much would you pay for this financial service? Typical fees for this service range from $395 to as much as $1,200! If I could save you 50-100 times that amount and more, then what would you pay? What is more important is that the one time test offer is absolutely FREE if you call before the deadline. I believe I can save you money. I wouldn't make you this offer if I wasn't so sure of it. Please, Don't Procrastinate I've learned from experience that a motivated individual makes a quality client. That's why this FREE offer is presented to you now. I anticipate a huge response to this FREE offer. It's in your best interest to CALL TODAY! Extra Bonus Offer...If you call, not only will you get a free one hour review including the financial strength of your company and all the other benefits outlined in this letter, but you'll also get 2 additional financial reports FREE at your consultation. These reports titled "The Six Most Common Mistakes Annuity Owners Make-And How To Avoid Them" and "the 11 Biggest Mistakes Retirees Make and how To Avoid Them" could easily be worth thousands, even tens of thousands of dollars to you. And they're yours free simply by calling now. Best Wishes,
800 397-0538 P.S. FREE BONUS: Call today and we'll schedule a FREE one-hour consultation to help you put the ideas discussed in this report into practice. I look forward to helping you achieve your financial goals
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