Retirement Planning

Taxes can and will have a huge negative impact on your retirement.

 

Most people are building up a nice big “taxable bucket” for retirement.  The “myth” of being in a lesser tax bracket during retirement is not holding up to be true. 

Most people don’t want less money to live off of during retirement, in fact, with taxes, rising healthcare costs, and inflation, the likelihood is you may just need more money to live off of during retirement.

No one likes paying taxes but we all have to. Did you know there are mandatory taxes and optional taxes? We can assist you to pay ONLY mandatory taxes. This will make a huge difference in how much “spendable dollars” stay in YOUR pocket.

Have you ever considered building up a non-taxable bucket for retirement?  Did you know it even exists?  This can help you offset your taxable accounts so you can control your tax bracket during retirement.