RETIREMENT INCOME SOLUTIONS
What Is Offered by Jerry Rubin at Retirement & Legacy Planning
Jerry is a trained, experienced IRA/401K Distribution Planner and works with David Royer one of the country’s foremost IRA Distribution planning experts. David is the author of “Top Ten IRA Mistakes.” Most financial advisors are only familiar with the accumulation phase of your IRAs and 401Ks and not with the distribution phase. Taking money out of your qualified retirement plan represents new challenges in terms of IRS rules. For example, if you don't take out your "Minimum Required Withdrawals," by December 31st each year you will be fined an additional 50% fine by the IRS.
Jerry can structure your retirement plan so that your spouse, children and grandchildren can continue your IRA throughout their lifetimes creating two to four times the income and wealth at no cost to you.
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aboutJERRY
Jerry Rubin is an IRA/401K Distribution Planner. He leads his own firm, Retirement & Legacy Planning in Bucks County, Pennsylvania and has been in business since 1989. Jerry is a U.S. Navy Veteran, graduate of Temple University, and former professional pilot. Each of his clients benefit from a never-ending flow of income for their retirement that they’ve established under Jerry’s guidance.
Jerry Rubin at Retirement & Legacy Planning — Consumer Notes
Top Ten IRA Mistakes as listed in the book by David Royer:
1. ) Missing a Required Minimum Distribution.
2. ) Not taking advantage of the "Stretch" option (passing your IRA/401K, learn more).
3. ) Not properly designating beneficiaries.
4. ) Not establishing "Separate Accounts" for beneficiaries.
5. ) Putting too much of your IRA/401K at risk.
6. ) Overpaying Fees and loads on your IRA/401K.
7. ) Not taking advantage of tax saving strategies.
8. ) Not rolling 401K or 403b plans to an IRA.
9. ) Having too many retirement accounts.
10.) Not getting a second opinion.
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FREEDOM: CREATING YOUR LIFETIME INCOME PLAN
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I often ask people, “What are you investing for?”
The responses are wide and diverse:
“Returns.”
“Growth.”
“Assets.”
“Freedom.”
“Fun.”
Rarely do I hear the answer that matters most: Income!!!!!
Tony Robbins | Money—Master the Game pg. 406-407 CHAPTER 5.3
MISSION STATEMENT
Jerry offers his clients advanced financial strategies made possible by the new tax law and known to few advisors. For example, he can create three to four times the income from their qualified retirement plans (IRAs and 401Ks) without them having to spend any additional money or incurring any risk. This strategy will create a lifetime income for themselves, their spouse, children and grandchildren... all from their qualified retirement plans without them having to spend any additional money.