Avoid New IRA and 401k Taxes

9700 Kingston Pike,Knoxville TN 37922

26 July, 2021

Description

Avoid New IRA and 401k Taxes This may be one of the most important events you attend all year. During this transformative workshop, you will learn about a number of significant new little-discussed taxes that could significantly erode your wealth today and for your heirs. This one event could possibly save your family over $100,000 or much, much more in future taxation. During this workshop, we will demonstrate the key moves one should consider to protect one from loss to these new tax pitfalls that very few are talking about in the media. The designers of these tax laws were exceptional at designing solutions to separate you from your money. Attending this workshop will increase your awareness and prepare you to avoid these tax pitfalls. This event will book up quickly, so be sure to reserve your seats today. Families are complex today. Your needs are complex. Understanding how to navigate these complexities is one of the distinguishing factors that makes the Miser Wealth Partners experience so different for you as an affluent household. We think about age and we think about people living longer today. We think about the unique planning needs of women. We think about appropriately addressing the goals and aspirations of not only you but the generations that will someday inherit your wealth. Through that discovery, we develop a program of professionals and top minds around the country who can contribute astutely in addressing your concerns and goals. We have developed a program that we call, Financial Empowerment, to assist the next generation to better understand your investments, understanding life-changing events such as when they start a new job, contemplate marriage or divorce, or buying a home. At the same time, we think about older generations and their future care needs and how changes in their personal capacities may affect your life and wealth going forward. Often for a variety of reasons, families are interested in having family members serve as trustees or having family members serve as executors or personal representatives. We work together with you to evaluate and educate those that you may consider about the depth of those responsibilities. We can work with them to assist them with asset management, trust administration, tax, and legal planning issues that they will face in this new role. From time to time, if they find they are not equipped to do them or cannot dedicate the necessary time to fulfill that role, we can assist with that and ease that transition. The Miser Wealth Partners experience is unique and stimulating for clients. Our processes uncover aspects of wealth that are not always previously defined for many and through our engaging effort to listen and coordinate the right solutions we are able to craft transformative solutions for our clients. It is truly a responsibility that we don’t take lightly, and we are honored to have been chosen to walk this walk with each of them toward the achievement of their family's dreams.