Ask the Right Questions, Get the Right Answers for Retirement

It’s astonishing how many people are content to simply do what others are doing. They aren’t in the habit of questioning why things are done the way they are. For instance, well over 90 percent of Americans still choose to save for retirement in tax-deferred vehicles like IRAs and 401(k)s. In this episode, Doug Andrew offers some solid food for thought about why we should consider breaking from the herd mentality and exploring the advantage of tax-free accumulation. Getting the right answers for a worry-free retirement starts with asking the right questions.

Here’s a snapshot of the topics Doug covers in this week’s broadcast:

  • If you dream of financial independence, you’ll love Doug’s explanation of how to optimize your assets, minimize taxes, and empower your true wealth.
  • It used to be axiomatic that you’d be in a lower tax bracket at retirement. Why is this no longer true?
  • When’s the last time you changed the oil in your rental car? Doug explains how we tend to take better care of those things of which we’ve taken ownership, including our retirement.
  • Which is better, raising taxes or raising tax revenue? You’ll definitely feel the difference in your pocketbook, depending on how those in charge of government answer this question.
  • Is there a difference between accumulating money tax-free and saving it in a tax-deferred vehicle like a 401(k) or IRA? Doug shares the surprising answer that even tax professionals sometimes get wrong .
  • Learn how to take the necessary steps so you never have to worry about outliving your retirement savings
  • And much, much more…

Start by visiting with a wealth architect today.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.