RETIREMENT TAX TOOLKIT REVEALS:

How to De-fuse the 401k/IRA Tax Time Bomb So YOU Can Reduce Taxes In RETIREMENT

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One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,

fewer than half of all Americans have calculated how much money they’ll need in retirement.

Source: http://www.dol.gov

Retirement Planning:
THE ULTIMATE CHESS GAME

There are a lot of pieces – all with specific rules. And those rules can change with a stroke of a pen in Congress.

  • Social Security – claiming strategies have changed!

  • Pension benefit options –what is your best option?

  • Qualified Plans: IRAs/401Ks/403(b)s/TSP – Have you factored in your ‘partner’s’ share

  • Taxes – How can you avoid the largest wealth thief of all?

  • Inflation –  Are you factoring in the stealthy decline of purchasing power?

How are you going maximize your income strategies and minimize your risks? These decisions should be integrated, working together to help ensure that your plan will actually work!

72 %

of people surveyed receiving Social Security Benefits, said it accounts for at least 50% of their income.

Source: “Longevity Risk and Reward for Middle-Income Americans,” Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.

I am a fiduciary

What exactly does this mean to you? Simply put, as an Investment Advisor Representative, I act as fiduciary for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Additionally, the recently enacted Department of Labor (DOL) Fiduciary Rule imposes a fiduciary duty upon advice given to any retirement account, including qualified insurance annuity products. 

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