Asset Protection Society

Home IRA/Pension Rescue

There are tens of thousands of people who have estate tax problems and money in an IRA or qualified plan.  This is known as the 75% tax trap and is one of the most difficult problems to deal with in an estate/financial plan.  During this session you will learn several useful ways to mitigate the problem including the concept of “Liquidate and Leverage” and “Pension Rescue” done right under the new laws and valuation rules.  Dealing with this problem correctly avoids a huge Tax Time-Bomb and can literally pass millions of more dollars to the heirs.  Instead of simply handing 75% of the tax-deferred money to the IRS after the death of the plan participant, it is possible to have as much cash flow during life (or a lot more if required) and pass significantly more to the family and to other Charitable Institutions.