Gordon J Maier & Company, LLP
How Taxation Can Affect Your Retirement Funds

Proper planning may help you avoid this disastrous situation

* The highest federal estate tax rate is 35% (for 2011 and 2012). Taxable estates under $5 million may not be subject to estate tax in 2011.

** If estate tax is paid on retirement funds, an income tax deduction is allowed for the amount of estate tax paid.

Prepared by Broadridge Investor Communication Solutions, Inc, Copyright 2011