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HOW TO MAKE THE MOST OF YOUR IRA & QUALIFIED PLAN ASSETS FOR YOU AND YOUR HEIRS

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What You'll Learn

  • How to “USE” IRA & Qualified Plan Assets to help generate more income for yourselves and transfer more wealth to your heirs.
  • Discover why I believe IRAs & Qualified Plan Assets are arguably the worst possible asset to transfer to your heirs at death.
  • Why taking your RMD at age 72 falls directly into what I like to call “The IRA Tax Trap” and how to avoid it.
  • How to invest your IRAs & Qualified Plan Assets to protect their value for INCOME.
  • How to replace your IRAs & Qualified Plan Assets tax free to your heirs.
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Featured Speaker

John F. Davenport, ESQ.

• Founder of Davenport & Associates, Inc.

• Estate & Tax Attorney Since 1993

• CT Based Securities Representative Since 1995

• Author of Wealth Planning Book “The Wealth Maximization Method”

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Representatives do not provide tax or legal advice. To obtain such guidance, please consult your personal tax or legal advisor. Securities traded through Liberty Partners Financial Services, LLC. 7000 Six Forks Rd, Raleigh, NC 27615 Phone 800-440-0442, Member FINRA/SIPC. Investment Advisory Services offered through Liberty Partners Capital Management, LLC, an SEC Registered Investment Advisor. Davenport & Associates, Inc. and Liberty Partners are separate entities. John Davenport, EQS. is a Registered Representative, securities licensed in CT, NY, & NC. brokercheck.finra.org. https://www.finra.org https://www.sipc.org