What is Inheritance Solutions, How Does It Work? "If I could show you a way to increase the amount of money that you could leave to your beneficiaries, still provide you with tax-deferred growth and maintain the ability to access your funds, would you be interested in learning how this works?" Today many people find that their financial planning needs have changed. Many of them have their retirement planning needs satisfied and are now looking at how to preserve and ultimately transfer their assets to their loved ones. Taking the time to create a plan is the first step in assuring that your loved ones receive your assets according to your wishes. Your goal is to make sure they receive the greatest amount possible. While tax-deferred investments offer an attractive way to accumulate funds for future income needs, they can often be an inefficient vehicle to pass your assets to your beneficiaries. They could both be estate and income taxable at your death. The combination of these two taxes could erase up to 70%* of the value of your tax-deferred investment. If your plan is for either your taxable or tax-deferred investments to be passed on to your beneficiaries, then consider this question, "If I could show you a way to increase the amount of money that you could leave to your beneficiaries, still provide you with tax-deferred growth and maintain the ability to access your funds, would you be interested in learning how this works?" That's a simple question, with a simple answer, "Yes!" Please call 1-800-773-6559 for more information or to schedule a personal appointment with a Provident Financial Advisor. *Based on the Economic Growth and Tax Relief Act of 2001. | 
