Getting Your Ducks In a Row, Timing is Everything

If you’re looking at the calendar and shaking your head at how quickly the year’s end is approaching, you’re not alone. This is the time of year when timing is everything, especially as it pertains to making certain that your financial ducks are in a row. If it’s time to reposition assets, you don’t want to be kicking yourself for letting the opportunity to make a move come and go without making it happen. In today’s broadcast, Doug shares some of his proven strategies to get predictable outcomes without feeling like you’re a gambler.

Check out some of the highlights of this week’s episode:

  • Learn how to eliminate the risks of taxes, inflation and market volatility so you can rest easy that your retirement money is still safe at work for you.
  • Are taxes likely to go down in future, stay the same, or go up? How much are you willing to gamble on your answer?
  • If your retirement nest egg is accumulating in a tax-deferred vehicle like an IRA or 401(k), what would higher taxes do to your savings?
  • Why do so many people who thought they’d be in a lower tax bracket at retirement find out otherwise when they retire? How can you avoid their fate?
  • What’s better than a traditional IRA or 401(k)? Is a Roth IRA the answer or is there something better still?
  • How can a person accumulate money for the future, access it without strings attached and ultimately transfer it to their heirs, all tax-free?
  • 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.