Is Your IRA In Your Trust?

Find Out Why This Could Be the Single Largest Tax Planning Mistake You Make!

Many retirees today have been told that the key to avoiding probate and taxes at death is to put your assets in a trust. But is this true when it comes to your largest retirement asset… Your IRA?

The Top 5 Common IRA Planning Mistakes, and How To Avoid Them.

The Truth About Designating Your Trust As The Beneficiary of Your IRA.

The Importance of Naming Your Beneficiaries.

How To Protect Your IRA From Being Inherited By The IRS.

And much, much more!

When it comes to IRA planning we understand there is a lot to consider, so we’ve developed this FREE report to help you through the process. Get your copy today!

About the Author

Walter became a financial advisor in 1991 and organized his first independent financial services firm in 2010. Since that time, he has focused his efforts on offering his clients a truly independent, private wealth management experience and financial life planning. 

He is a Certified Wealth Strategist and Professional Plan Consultant with Series 7,66 and 63 licenses and holds active Life and Health Insurance licenses in New Jersey, New York, Illinois, Kansas and California (CA Insurance Lic# 0E05940.) 

Walter is a Master Elite Ed Slott Elite IRA Advisor Group. Mr. Pardo is a Circle of Hope Member for Imagine in Westfield,New Jersey and is very active in his community in Central New Jersey. 

Walter resides in central New Jersey with his wife, Suzanne, and two daughters, Isabel and Natalie. He may often be found trying to reduce his handicap at Hawk Pointe Golf Club in Washington, NJ or playing the piano at home with the family.