What You Can Do About Ever-rising Taxes

One of the biggest differences between the wealthiest, most successful people this country and everyone else has less to do with privilege or luck and more to do with the fact that they understand how they’re affected by taxes. For instance, the vast majority of authentically wealthy people don’t save for retirement in tax-deferred vehicles like IRAs or 401(k)s. They didn’t build their success and wealth by keeping their money in traditional accounts in the market either. Instead, they invested the time and effort required to learn and to implement better financial planning strategies that take the long and short-term effects of taxes into account.

Here’s a snapshot of what Doug covers in this broadcast:

  • Learn why our government’s trillion dollar a year shortfall is no longer something we can safely ignore. Doug explains how and why it will impact you when government finally tightens its belt.
  • You’ll genuinely understand what happens when the government raises your taxes and how it will affect your future.
  • Discover why your tax-deferred accounts will require you to pull out 50% more each year in retirement than you thought you’d need.
  • You may not be in the lower tax bracket you’re counting on occupying when you reach retirement. Learn why this is no longer axiomatic.
  • Doug explains why, even with a million dollar nest egg, many people stand to outlive their money.
  • If you intend to get further in life than you are right now? Doug will reveal why it’s critical that you leave your ego at the door when it comes to learning.
  • 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.