Re:  The Pension Asset Transfer Plan

Dear Mr. Advisor:

Here's $100 for 1/2 hour of your time.  Would you be willing to meet with us or talk with us on the phone?

Here's a strategy that might be appealing to some of your high net worth clients who have qualified plans or IRAs.

Say that your client has $1 "inside" their IRA or qualified plan that they will never spend.  That $1 grows to $4 over your client's lifetime.  Then your client faces income and estate tax that can be as high as 75%.  So, the heirs inherit $1, a 0% rate of return, given that your client's plan started with $1.

Wouldn't it be better if we could show your client how to grow that $1 without the tax?  In other words, what if we could help your client retain the entire $4?

We can show you how your client can remove money from their retirement plan at a greatly reduced tax rate.

Here's the bottom line.  We can show you how to create income and estate tax free growth from their otherwise severely taxed plan or IRA.

I hope that you will welcome my call to discuss this noteworthy and novel idea backed by an IRS nationally  approved prototype document.

Sincerely,

Edwin Lichtig, MBA
President

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Tax Advisor
1 Main St, Suite 100
Estate Haven, CT  06111

I hope that you recall our recent communication to you asking to discuss the Pension Asset Transfer plan.  The PAT plan can convert taxable plan or IRA dollars (these dollars face both income and estate tax) into tax free dollars for family.

Enclosed is an article we published in the Commerce Clearing House Pension Plan Guide describing the strategy along with an approval from the IRS on our nationally approved prototype document.  

We are for real.  Would you be willing to talk with us about this concept?

Sincerely,


Edwin Lichtig, MBA
President

Enclosures: law journal article and IRS determination letter on GSL Advisory prototype plan

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Tax Advisor
1 Main St, Suite 100
Estate Haven, CT  06111

Most clients who face estate tax problems turn the other way when asked to address these problems.  It took us about 10 years to understand why.  Enclosed is an article that we published that addressed the emotional issues about estate planning and why it is seldom done.

The article reveals how to motivate the client to move forward on these difficult issues.

Would you be willing to work with us on this concept?  We can show you how to increase your billable hours significantly by working on this concept with us.  We would like to schedule a time to meet with you.  I hope you will glance at this article and welcome our call.

Sincerely,

Ed Lichtig, MBA
President

Enclosure:  WEALTH Reprint: "Take money out of your IRA or qualified plan.....tax free!"

 

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