The IRS is waiting to grab up to 90% of your hard-earned retirement savings - let me show you how to protect it.

My newsletter will provide you with an action plan for protecting your IRAs, 401(k)s, and other retirement plans from near annihilation by the taxman.

Think your retirement money will be there when you need it? Better take a second look. Through this newsletter I will reveal the many startling facts behind retirement plan taxation - and what you can do now to insure your financial future. Through this simple, effective action plan, you can learn to:

• Protect your retirement plans from excessive taxation
• Tap retirement funds for emergency cash without penalty
• Pass on greater assets to loved ones and keep money in the family for generations to come
• Take advantage of the latest tax laws to best distribute, roll over, withdraw, and secure your IRA, 401(k), or similar retirement plan (and your inherited nest egg)
• Create the perfect estate plan, and much more

Down-to-earth and informative, my newsletter takes the mystery out of complicated tax concepts, showing everyday working Americans how to become tax savvy.

This newsletter is 'must reading' for anyone who has an Individual Retirement Account (IRA), a 401(k), a 403(b), a 457, a Keogh plan, a SEP-IRA, a SIMPLE IRA, a mixture of these accounts, or for someone who may inherit one.

Home | Advice | Taxes | Investments | IRA Strategist | Company | Contact 2635 Cleveland Avenue, Suite 5, Santa Rosa, CA 95403 | Phone: 707-576-8700	site by: Shannon Cicely