The Secure Act:

A change in tax rules for your beneficiaries, inheritance;

There are New Laws about your IRA that can greatly impact the money your family receives when you pass.
The Secure Act changed the laws regarding your IRAs Beneficiary and how they receive your IRA when you pass.
If you leave your IRA to ANYONE other than your husband or wife, they must take the money and be taxed either ALL AT ONCE or OVER 10 YEARS.
This is the options your son or daughter, or your other beneficiary, will have when you pass and you leave them your IRA or 401k:

This is the options your son or daughter, or your other beneficiary, will have when you pass and you leave them your IRA or 401k:

A. Take all the money and be taxed all at once.
B. Take a 10-year payout, and the money is gone.
OR there is another option if you know about it, to make sure this doesn’t happen to your son or daughter, or another beneficiary. It’s option:
C. Leave 100% Tax Free Dollars to them forever.
Option C is only available to clients who want to find out how to solve this nightmare of an issue for their families.

Call Joe Thomas NOW, at 561-743-0999.

Call Joe Thomas NOW, at 561-743-0999.
Joe is an expert in his field, retirement and financial planning.
Joe has years of experience helping thousands of clients.
Joe is trusted and valued for his advice and recommendations.
Joe is most knowledgeable and freely provides the client with information and education to help make those hard to make financial decisions.
Joe is the author of the book “The Retirement Know It All” -- not because he’s a know it all, but because everyone is today when it comes to money and finance.
Joe has been on the radio hosting his own radio show, the Jupiter Joe Retirement show in south Florida on both AM and FM stations, educating clients about being safe and cautious when making financial decisions.