Protect Your IRA

I just finished my new book Protect your IRA : Avoid the 5 Common Mistakes!


Here is the Table of Contents

The 3 Reasons Most People Experience Confusion with Their IRAs
Don’t Just Focus on the Taxes
Avoid the 5 Common Mistakes

Common Mistake #1: Trying to Avoid Income Taxes Now
Common Mistake #2: Incurring Unexpected Excise Taxes
Common Mistake #3: Losing your IRA to Long-Term Care Costs
Common Mistake #4: Paying Income and Estate Tax
Common Mistake #5: Naming Your Beneficiaries as Beneficiary

Putting It All Together
Creating Your Protection Plan

If you would like a copy, please visit our main Florida Estate Planning and Asset Protection website and request a copy using the contact form.

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