In Your 60's...Have a 401k, 403b, 457 plan or an IRA? Is there someone at the IRS That You Are Particularly Fond of?
You're in your 60's, you've probably spent most of your working life building a 401k or a 403b or 457 plan at work or an IRA on your own.
Would it surprise you to find out these types of plans will end up being more of a benefit to the IRS than they will to you?
Would it be surprising to find out if you have any money left once you are gone, the IRS will get more than your loved ones will?
Is that how you planned for things to work out? Obviously, if this is the first you are hearing about it, do you think the advice you've been getting all along the way was in YOUR best interest?
Check out our short video to see more about what we're talking about here. After you view it, if you would like to get more details about where we are coming from please call Kurt on his direct line at 816.582.5532 or email. Of course you could check with your current adviser or retirement plan administrator, but if what we share here sparks your interest, chances are you haven't been advised properly about taxes up until now, so why would that change.
Anyway, just check it out and let us know when you'd like to talk.
Would it surprise you to find out these types of plans will end up being more of a benefit to the IRS than they will to you?
Would it be surprising to find out if you have any money left once you are gone, the IRS will get more than your loved ones will?
Is that how you planned for things to work out? Obviously, if this is the first you are hearing about it, do you think the advice you've been getting all along the way was in YOUR best interest?
Check out our short video to see more about what we're talking about here. After you view it, if you would like to get more details about where we are coming from please call Kurt on his direct line at 816.582.5532 or email. Of course you could check with your current adviser or retirement plan administrator, but if what we share here sparks your interest, chances are you haven't been advised properly about taxes up until now, so why would that change.
Anyway, just check it out and let us know when you'd like to talk.