Way back in 1963, the Beatles sang, “The best things in life are free, but you can keep ’em for the birds and bees. Now gimme money, that’s what I want“. In the song “Money”, the musical group Pink Floyd made the statement, “Money, it’s a crime. Share it fairly but don’t take a slice of my pie.” Perhaps Cardi B said it best with the words, “All I really wanna see is the money“.
Speaking of money, please tune in on Tuesday April 2, 2024 at 8pm ET when the FJMC Financial Insights Affinity Group will present an informative webinar on the topic: “Strategies to Minimize Taxes & Protect Your Assets“. Be in the room when it happens; register for this FREE webinar today at: https://fjmc.org/events-2/financial-strategies/.
Tonight’s presenters – Richard Freiberg, Joe Maniaci, Jr. (owner of Maniaci Consulting Group) and Mary Read CPC, QPA, CPFA (National Director of Pension and Protection Planning at Pentegra Retirement Services and partner of M & R Business Development Group) – will be discussing two “out-of-the-box” investment strategies. The first one, the Distribution Solution Strategy. enables mostly older taxpayers required to take required minimum distributions (RMD’s) from qualified plans that don’t need the monies to live on to leverage the account value up by paying a discounted tax in accordance with an IRS Private Letter Ruling and move the monies into a life insurance contract income and estate tax free after the initial tax payment. The second, a Charitable LLC, enables taxpayers with charitable intent to move businesses assets commercial properties prior to closing or personal (investment) assets into the Charitable LLC. 99% of the unrealized appreciation and capital gains tax on the eventual disposition are eliminated and the investment(s) are shielded from creditors and predators. Replacing the assets with life insurance replaces the asset’s value. Additionally, the taxpayer receives an approximately 80% charitable deduction that is used to fund the insurance.
FJMC webinars are a positive diversion in these very tough times; please join us.
FJMC’s Financial Insights Affinity Group is a timely, interactive, Zoom based discussion about investing and finance. Get ready to enjoy some great stories, increase your financial literacy and learn some investment strategies as we gather in the spirit of Brotherhood in FJMC’s virtual VIP hospitality suite. The FJMC Financial Insights Affinity Group is hosted by Co-Chairs Richard Grey and Gary Smith and is part of a growing list of FJMC Affinity Groups and is offered at no charge to all Jewish Men’s Clubs and Brotherhoods across the United States and around the world. For more information about the FJMC Financial Insights Affinity Group please visit: https://fjmc.org/initiatives/affinity-groups-webinars/financial-insights-affinity-group/ or email insights@fjmc.org.
This invitation to join the FJMC Financial Insights Affinity Group is brought to you by the Florida Region of the Federation of Jewish Men’s Clubs (FJMC). We are part of a confederation of over 200 Jewish Men’s Clubs and Brotherhoods representing over 20,000 members across the United States, Canada, Latin America, and beyond. Learn more about how your Jewish Men’s Club or Brotherhood can affiliate with the FJMC at: https://fjmc.org/for-clubs/affiliating-with-the-fjmc/.
The Florida Region of FJMC serves the needs of affiliated Men’s Clubs and Brotherhoods throughout the State of Florida. Get to know more about the FJMC Florida Region and our growing network of Jewish Men’s Clubs and Brotherhoods at www.floridaregionfjmc.org and please visit and LIKE our Florida Region FJMC Facebook Group at www.facebook.com/FloridaRegionFJMC.
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