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Learn how the IRA Recapture can reduce your taxes by 35-40%.
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Learn how to find the best IRS Compliant strategies for you and your future.
IRA - 401(k) - SEP - Pension
Time is ticking away. Don't let it get ahead of you!
The longer you wait, the more the IRS benefits from your growing retirement.
You don't have to let the IRS get as much as you do.
Never forget that it's your money.
If you think future taxes are going to go up then don't let the IRS get a larger share of your hard earned retirement savings.
There are better options for you.
Which would you choose?
Continue trend over next ten years.
Example of a 68 year old, with a $300,000 IRA and 5% account growth
in a 40% tax bracket.
Normally, with an account starting at $300,000, and by the time you are 85, you would have paid an RMD Income Tax of $229,841.
But with our IRA Recapture you would have ended up paying just $88,539 in taxes!
That means our IRA Recapture would save you a staggering $141,302!
THIS IS NOT A ROTH CONVERSION.
This example is purely hypothetical and for illustrative purposes only. The example does not represent the setup of any particular plan and your results will likely differ. Distributions from qualified plans and traditional IRA's are taxed as ordinary income and, if taken prior to reaching age 59 1/2 may be subject to an additional 10% federal income tax penalty. Internal Revenue Code § 101(a)(1). There are some exceptions to this rule. Please consult a qualified tax professional for advice concerning your individual situation. This information is not intended as tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
Reduces income taxes
Eliminates required minimum distributions at age 70 1/2
Generates future tax-free income
Increases the value of your retirement assets to your family
Consider this your retirement solution
The IRA Recapture is a planning strategy for accumulated IRA and qualified plan retirement money to reduce taxes and enhance benefits. The IRA Recapture is completed over a 5 year period.
Once the IRA Recapture is complete, your retirement savings will be positioned to be tax-free, out of the reach of your silent partner (i.e., IRS) and their involvement in your future earnings.
The IRA Recapture is IRS compliant and uses a safe harbor IRS valuation for taxation purposes.
Here are some things to know.
Money accumulated in a qualified plan or IRA is income taxable at a personal rate.
Qualified plan and IRA funds are fully includable
in the decedent's estate.