Please Click the Video to Watch This Important, Short Message
I want to teach you the importance of knowing your tax risk road. On our tax team, we have over 300 veteran CPAs in over 80 seasoned tax firms. These tax professionals help our clients not just with their tax returns, but also with tax planning in conjunction with their retirement planning. This is important because the sequence of withdrawals from your accounts, the strategies as to what amounts, from which accounts and which tax treatment have a significant impact on the success of your retirement tax road.
I’ve discovered that there are quite a few people who think that we only work with retirees. While we have a good number of clients who are retired, it’s also rewarding to work with pre-retirees who want to get a head start on being tax smart.
Getting a head start on being tax smart is important right now due to all of the chaos that’s happening. Treasury Secretary, Janet Yellen, told U.S. lawmakers that her ability to use special accounting maneuvers to stay within the federal debt limit could be exhausted as soon as June. Defaulting on the U.S. debt could potentially put as many as eight million people out of work! This is on top of some of the largest layoffs and scheduled layoffs since 2020, according to Forbes.
Click Here to learn how one of our clients is taking steps to eliminate unnecessary taxation so that he can be a tax-free retiree. Learn how to defuse your Tax Bomb!
Anthony is a client from Colorado. His goal was preservation by avoiding unnecessary taxation, inflation and market deterioration. Anthony learned how his money could have earned over 15% last year using our unique solutions and how he could have also received an over 80% tax deduction for investing in a certain tax-advantaged vehicle. He also learned that the money he invested in this vehicle will come back to him, completely tax-free!
Anthony used a deduction to create a tax offset for his Roth conversion. He put $100,000 into a specific, tax-advantaged vehicle. This created (for him) an $80,000 tax deduction. This means that he can convert $80,000 from his traditional IRA to a Roth IRA and then use the deduction to cover the taxes ordinarily due on the conversion. We have designed his custom tax planning to repeat this tax savings process consistently over the next few years.
All of Anthony’s retirement income will eventually be totally tax-free. I will teach you how you can do the same at this coming Tuesday’s Wealth Protection Webinar.
ARE YOU SITTING ON A TAX BOMB? LEARN MORE NOW.
While it’s not possible for everyone to be a tax-free retiree, learn how you can, if not eliminate, at least mitigate, unnecessary taxes. Learn how you can eliminate unnecessary taxes and earn returns that keep ahead of inflation while avoiding market deterioration.
You work hard for your money. Imagine, more financial success, less worry, less stress, less taxation, less concern over inflation and market deterioration. Register now for Tuesday’s Wealth Protection Webinar and learn how you can remove the tax bomb from your retirement!
To register for Tuesday’s no-cost, no-obligation event, simply follow these four simple steps:
- Go to www.RetirementProtected.com (or scroll down to the form below).
- Select the webinar date/time you prefer.
- Enter your information thoroughly – make sure to double check your email address.
- Click “Reserve My Spot!” to submit, that’s it!
Strong savers in 401(k)s and IRAs and high income earner are the people who will benefit the most from our proven solutions. Proven solutions with a track record of measurable results. Imagine less stress, less worry. Peace of mind retirement protection.
Register for your preferred webinar time now because these events have proven to fill up fast.
Those who attend this event will receive a complimentary copy of my latest eBook:
The Baby Boomer Retirement Breakthrough-The Unfair Advantage to a Safe and Secure Retirement.