What happens to your traditional tax deferred accounts if taxes go up or even stay the same? Wouldn’t you want another bucket to pull from, that is tax free, so you no longer have to worry about what taxes do in the future? How much in taxes are you truly saving using tax deferred retirement accounts during your working years? What if you could pay your taxes, one and done, and never have to worry about taxes on that growth ever again?
It is true, one of the most expensive items throughout your retirement will be taxes! By procrastinating your taxes now you are setting yourself up for failure in retirement. When have you procrastinated on anything in life and it has become much better?
By diversifying your retirement tax liabilities by using tax advantaged vehicles you give yourself the protection and resources to overcome future tax hikes. Let me ask you another question, do you believe taxes will be lower or higher in the future?
Adding Tax advantaged financial vehicles to you retirement plan will greatly impact your retirement in a positive way. What if you could add tax free income to a pension and save you 2-7 years of your life and retire early?
I look forward to working together to put a plan in place for you and your family.
