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Roth IRA Conversion Scheme
 

To read the lawsuit filed by the IRS, click on the link at the bottom of the page.

What you'll notice is that the lawsuit also addresses a pension rescue scheme as well.  I will address this in an upcoming newsletter, but needless to say, it's vitally important to implement pension rescue plans in a compliant manner.  Pension rescue for those who do not know is helping clients solve the 70-80% tax dilemma of money in a qualified plan or IRA. 

If you have clients who have estate tax problems and money trapped inside IRAs or pension plans, contact the WPI Educational Board Member Allen Grosnick at allen@grosnickfinancial.com. He can help you design a compliant pension rescue plan for your clients.

Finally, if you want to learn about the only plan in the industry your clients can use to fund for college education in a completely tax free manner using Fixed Indexed Annuities, you can go to http://www.safecollegeplan.com.

The IRS vs. Edwin Lichtig III

http://www.thewpi.org/pdf_files/roth.conversion.lawsuit.irs.pdf

 
 
 

© 2014 The Wealth Preservation Institute • St. Joseph , MI • (269) 216-9978