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Published by Jessica Clare

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Published by: Jessica Clare on Jun 12, 2013
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06/12/2013

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 What You Don’t Know About Inherited IRAs Will Shock You!
WHO WILL INHERIT YOUR IRA? YOUR LOVED ONES OR UNCLE SAM?
 The Shocking Truth About Taxes & Retirement
 
DEATH BY 1099
Brought to you by Gary L. WilliamsCRD #4699628
 
 The Shocking Truth About Taxes and Retirement
Death by 1099
01
DEATH BY 1099: 
Choosing the right retirement investment vehicle is a lot like choosing the right car. Tey come in manydierent shapes and sizes, and oer many dierent eatures. You do your research, determine your  priorities, and test drive a ew models beore making a selection that’s right or you, today. However,the car you buy today may not be right or you fve or ten years rom now. Who knows? You may have more children, or your children could grow into adults needing cars o their own. Gas prices may spike.Or, you may start a business that requires more room to haul equipment. Fortunately, when it comes tocars, you don’t have to worry too much about the uture because you know you can always trade in your old car or a new one, i and when your circumstances change.
But What About Retirement Plans?
Can you trade in your retirement accounts like you trade in cars as your needs change?
Actually, yes you can. Similar to trading in your oldcar or one that better ts your needs, retirementsavings vehicles can also be upgraded or traded inor more appropriate accounts to maximize gainsand minimize taxes. In act, when it comes to thetax treatment o various types o retirement vehi-cles, this may well be one o the most importantand yet oten-overlooked eatures.
From a taxation standpoint, the growth, gainsand or interest earned in every investment op-tion available to you is treated in one o three ways: taxable, tax-deerred or tax-ree. Ideally,investors should strive to move money romtaxable investments into tax-deerred invest-ments and rom tax-deerred investments intotax-ree investments as shown in the diagrambelow. When you spend less o your investmentreturns on taxes, the net result is more money tospend in retirement.
THE STUNNING DISPARITY BETWEEN TAXABLE AND TAX DEFERRED INVESTMENTS
 TAXABLETAX-DEFERREDTAX-FREE
 
“It’s not how much money you make, but how much money you keep, how hard it works or you, and how many generations you keep it or.” 
~ Robert Kiyosaki 
 The Shocking Truth About Taxes and Retirement
Death by 1099
02

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