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ATTENTION U.S. CITIZENS AT OR NEAR AGE 70½

You are at or near the age that is required by the IRS to remove a certain amount of money from your IRA each year ("Required Minimum Distribution," or "RMD"). Like many of our clients, you probably have an IRA. And there’s a real good chance that it is the largest financial asset you own.

If you do not withdraw the proper amount by the specified deadline, you could face a 50% penalty from the IRS, plus taxation of 10—35% (depending on tax bracket). This means your IRA distribution monies could be reduced up to 60—85%.

A booklet has been prepared that contains the current 2013 IRA distribution table. This table will show you how much you must distribute from your IRA to avoid penalties. It also includes easy-to-understand instructions for completing this Required Minimum Distribution.

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THERE ARE SPECIFIC DEADLINES YOU MUST MEET.

You'll Learn:

  • How much income tax you will have to pay on your RMD's
  • How much money you have to take out of your qualified plans and when
  • What a qualified plan is
  • What happens if you take the wrong amount out
  • Are there RMD requirements for a Roth IRA
  • and much more...

SafeMoney.com Approved Experts

Safe Money Approved

APPROVED ADVISORS FOUND HERE

Gregory Bodoh

Warrenton Virginia | 540-347-2125

Karen Geiger

Akron Ohio | 330-644-8770

Michael Marrone

Marlton New Jersey | 856-988-6618

Andrew Heese

Arvada Colorado | 303-523-3631

John Cornish III

Glendale California | 951-704-6400

Mary Wilkinson

Fredericksburg Texas | 830-914-6049

Todd Kiry

Hammonton New Jersey | 856-816-6525  

Jim Chilton

San Diego California | 800-689-4851

Bill Emery

Dunnellon Florida | 800-465-7354

Mark Gilbertson

Eau Claire Wisconsin | 715-832-6201

John McFarlane

South Abington Pennsylvania | 570-586-5578 # 1

Safe Money Resource Services

We are the most qualified and trusted independent financial network of "Safe Money Experts" in America. We have selling agreements with almost every top-rated independent insurance carrier that offers life insurance and annuities. Because of this, we can offer the most non-biased advice. We have had the opportunity to see this industry from every angle: as financial advisors, consumers, consultants and currently as wealth planners to the consumer, and financial coaches to the independent financial service professionals around the country. We have had countless opportunities to see the difference that great financial advice can create.
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Inspired by our experiences, we have built an independent network of top financial professionals around the country to help you get back to the basics and see through the smoke screen of retirement planning. Through our Safe Money Approved qualification process, we introduce very well-qualified financial advisors to successful families that they can serve. The products discussed on this website have most likely never been explained to your existing broker. That is likely because he or she has limited knowledge and or lacks the freedom to look out for your best interest first. Our mission is to help create a plan for you that is guaranteed to meet your expectations. If you are in need of a financial plan with an emphasis on principal protection, a hedge against inflation, and a guaranteed lifetime income you cannot outlive, I would encourage you to take a close look at the information provided here and ask us anything on your mind! Phone calls are always free, 100% confidential, and there is never an annoying sales pitch. Just good, quality advice to help point you in the right direction. 877-GROW-SAFE (476-9723)
 
 
 

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