FREE Guide:
How to Create a Tax-Efficient Retirement
Why Your Retirement Accounts May Have A Giant Target On Their Back.
You are going to be forced to pay taxes on your retirement accounts. It is a given, so you might as well start planning to reduce that tax burden before it becomes a trap.
CHANGE THE FUTURE
Being informed about how taxes impact retirement can lead to better financial decisions, increased retirement income, and a more secure financial future.
Optimizing Social Security
Surprisingly, not a lot of people know it is possible to get all you Social Security tax free. Also surprising, a lot of people don't know their Social Security will be taxed.
Understanding Taxes
Why Your Retirement Accounts Have a Giant Target on Their Back
Being Stuck in a Higher Tax Bracket
You have been told your entire life, defer... defer... defer... because when you retire, you will be in a lower tax bracket. Sure, that was true 40 years ago, what about today?
Understanding RMDs
If you do not take your Required Minimum Distribution, you will have a 25% penalty on top of taxes.
KEY QUESTIONS TO ASK YOURSELF
1. How much of my Social Security is Taxable?
2. What can I do to try and avoid being stuck in a higher tax bracket?
3. How might my beneficiaries be impacted?
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Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the strategies presented.