Broker Check

How do I pass on wealth? Is Uncle Sam getting it all?

Most people who inherit IRA’s or 401k’s will pay 40%-60% of that inherited money in taxes. There are wealth transfer strategies that greatly reduce these taxes. The very wealthy know about them and use them. You don’t have to be a millionaire to reduce these taxes. You just have to know how. If you want Jeff to show you how just give him a call.

<p>A Brief History of Estate Taxes</p>

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
<p>Test Your Estate Strategy Knowledge</p>

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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