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Tax-Efficient Retirement & Zero-Tax Strategies

What tax rate will you be paying in retirement? You don’t know, I don’t know. We do know that we are likely living in the lowest tax rate environment that we will see for the rest of our lives. There are many reasons for this: Social Security, Medicare, national debt, COVID-19 relief funds, the list goes on and on.

One thing is for certain, you have a partner in your retirement plan and that partner is the IRS! This partner of yours can change their ownership of your retirement at any time. If you think the IRS will only take 10% of your retirement, think again because without notice they can take 20%, 30%, 40% or more. Will that change your standard of living?

Most people think they will be in a lower tax bracket in retirement, that’s what we were all taught isn’t it? We have helped hundreds of retirees plan for and enjoy retirement. Our experience tells us the truth about taxes in retirement: You’ll probably pay as much or more in tax in retirement as you are now! Most of the financial gurus have been telling you the wrong information and planning the wrong way.

We can help you. We have developed financial planning techniques and investment management strategies to help clients shift and structure their investments to help reduce Federal income taxes, or possibly achieve the 0% tax bracket in retirement.

Contact us today for a consultation to see how we can help you avoid this little-known risk to your retirement lifestyle

<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
<p>Filing Final Tax Returns for the Deceased</p>

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
<p>Federal Income Tax</p>

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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