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In this week’s Hidden Wealth Reviews, I teach what you can do to remove yourself from the waste of Washington and the Wall Street whipsaw. This week, the Federal Reserve hinted they wouldn’t raise interest rates. The market rallied in anticipation of this announcement. When the actual announcement was made, the market dropped, giving back three times the gains it had just made, all due to the wording used in Fed Chairman Powell’s statement.
If you’re within five years or less of retirement or if you’re just tying to get better through retirement, I want to teach you how to avoid the whims of Wall Street and the Washington tax waste. To learn how, register now for this coming Tuesday’s Tax Protecting Your Retirement webinar.
I read a recent article in Forbes that revealed how many people with significant IRA assets are leaving a lot of money on the table by letting the IRS and Congress determine their IRA strategies. The article discussed the importance of converting traditional IRAs to Roth IRAs. We teach clients who qualify, how to do this using a little-known tax deduction to offset the taxes that would normally be due on the conversion.
Click Here to learn how a client couple was able to avoid their pending heavy tax burden and how they were able to rid themselves of their silent partner, Uncle Sam.
Don and Jody are retired, but Don still works part-time. He confessed that, in the distribution phase of retirement, the planning and managing of the distributions from their accounts had become a full time job! They were looking for someone to help manage the distribution process for them and to help them avoid losses to taxes and the markets.
They realized that not properly managing their distributions could increase their state and federal income taxes and trigger a Medicare surtax penalty. All of their money was trapped inside tax-deferred retirement savings accounts, which I like to call ticking tax time bombs.
They were frustrated because their accountant did not know how to save them taxes. We were able to show them the tax risk road they were traveling and how they could legally avoid paying unnecessary taxes in retirement.
We were able to teach them how to strategically convert their traditional IRAs to Roth IRAs and how to offset the taxes due on the conversion using the previously mentioned tax deduction. We also taught them another strategy outlined in the Forbes article, repositioning their IRA assets to a retirement insurance contract, which allows them to eliminate taxes on their retirement distributions and to leave a larger, tax-free legacy to their family (instead of leaving a large tax bill). I’ll be teaching these strategies and others at this coming Tuesday’s Tax Protecting Your Retirement webinar.
LEARN MORE ABOUT IRA STRATEGIES
Don’t fall victim to the Wall Street whipsaw or the waste of Washington! Let me teach you how to remove yourself from these dangers, how you can avoid unnecessary taxes using tax-free retirement distributions and how your accounts recover quicker using indexing strategies.
To learn the tax risk road on which you are traveling, please go to RetirementTaxCalculator.com and see, in 30 seconds, what is probably your best retirement tax scenario. Then, register for this coming Tuesday’s Tax Protecting Your Retirement Webinar to learn how you too can remove your income and assets from the tax system.
You work hard for your money! Imagine, more financial success, less worry, less stress and removing your retirement savings from the tax system. Learn what you can do to stop Uncle Sam from becoming your silent retirement partner.
Register for Tuesday’s no-cost, no-obligation financial educational webinar, by simply following 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!
Once you’ve registered, you’ll receive an email containing a personal access link to join Tuesday’s event. Don’t forget to add it to your calendar!
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.