FINANCIAL INSANITY!® PRESENTS AN IMPORTANT DISCUSSION TO HELP IRA OWNERS PROTECT AND PREPARE IN 2020!
Learn the SECRETS designed to 
OPTIMIZE YOUR IRA
and ENHANCE your INVESTMENT, INCOME, and TAX Potential 
The "Total IRA Plan" is appropriate for IRA owners age 50 and over

Sat, December 7th

@ 10:00AM - 11:00AM EST

Beaumont Library

Limited Seating

Jason Veinot

Educator, Author

Financial Insanity!

New Ways for New Days
LEARN WAYS TO OPTIMIZE YOUR IRA IN 2020 AND BEYOND!
LEARN ABOUT NEW
IRA RULES AND REGULATIONS!
  • How the proposed SECURE ACT might affect your IRA in 2020 ... and what to do now to prepare
  • Loopholes to consider ... and tax traps to avoid
  • How elimination of the Stretch IRA could impact your situation ... and an updated approach to consider 
  • ​Mistakes to avoid when leaving an IRA to your spouse ... and what to consider instead
DISCOVER ROTH IRA AND 
RMD STRATEGIES!
  • When you should (and should not) consider a Roth conversion ... and 3 strategies to help convert
  • A method designed to enhance your legacy for loved ones ... and protect against a growing threat
  • A little known concept to help avoid tax on your RMD ... and potentially enhance in other ways
  • The "Backdoor", "Barbell", and "Laddered" strategy ... when and how to use them 
EXPLORE WAYS TO ENHANCE INCOME, INVESTING, AND TAX! 
  • 2 strategies designed to turn your taxable IRA into tax-free income .... over multiple generations 
  • 3 ways to help increase IRA income ... without relying on market growth
  • ​An updated investing approach ... with the potential to profit in both up and down markets
  • How to use the new tax laws to optimize your IRA ... and prepare for future tax increases
" True wealth is what money can't buy and death can't take away."
Advisory services offered through Enhance Wealth, a member of Advisory Services Network, LLC, 6600 Peachtree Dunwoody Rd, Embassy Row 600, Suite 575, Atlanta, GA 30328. 770 352 0449. Insurance products and services offered through Enhanced Capital, LLC. Advisory Services Network, LLC and Enhanced Capital, LLC are not affiliated. Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation.  
FINANCIAL INSANITY! - COPYRIGHT @ 2019 - ALL RIGHTS RESERVED