Great News!  The Estate Tax Exclusion is the largest it's even been. Your clients can currently enjoy portability as well as a unified gift-tax.

Not-So-Greats News: With the increase in the Estate Tax Exclusion amounts, many people do not realize that IRA Income Taxes have increased for many IRA beneficiaries.

The BEST News: We are offering an exclusive opportunity to learn about and discuss the role of Income in Respect to Decedent (IRD), Net Unrealized Appreciation (NUA) and Life Insurance as ways to:

• Control
• Reduce, and
• Potentially eliminate income taxes for IRA beneficiaries

These Strategies are Appropriate for Clients Who:

• Do not need their IRA assets to meet their retirement income needs
• Are interested in providing a lasting legacy for children, grandchildren, or a charity or favorite cause
• Would like to maintain partial or full control of assets during their lifetimes
• Are financially successful retirees whose IRA's will be inherited by their children

Join Us Wednesday October 30th for a Private Briefing- hosted by Belman Klein Associates and featuring Joe Ross- a 30 year industry veteran with a track record of success that includes personal production, sales management, and development of innovative planning strategies for legacy and retirement planning. Joe is a highly regarded keynote speaker for conferences around the country.

Space is limited- for time, location and to RSVP please contact us for details!

Your Team at Belman Klein Associates, Ltd.