Taxes DeclassifiedIt’s easier to save $10,000 in taxes in retirement than it is to generate $10,000 more in retirement income. Have you addressed your tax strategy for retirement or will the IRS get more than their fair share?
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Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
Every webinar attendee will receive a complimentary copy of “The No-Compromise Retirement Plan.” It’s a leading book on creating tax-efficient retirement income that works for you – not the IRS. Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.
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¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.cnbc.com/2021/08/08/these-legislative-proposals-that-may-affect-your-wallet.html
*https://www.cnn.com/2020/03/25/politics/stimulus-package-details-coronavirus/index.html
**Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA, the entire converted taxable amount is reportable as income in the year of conversion.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
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