A Tax-free Retirement and Other Reasons You Won’t Want to Kick Yourself

We’ve all had occasions where we’ve wanted to kick ourselves over some missed opportunity. One place where that kind of regret can be especially costly is when we reach retirement. It today’s broadcast, Doug will discuss some timely advice regarding the new tax law and a window of opportunity that has opened. He also outlines the case for a tax-free retirement and why it’s something that merits serious consideration. If regret is not your thing, you’ll find a lot to think about in Doug’s message.

Here’s a quick glance at some of the insights Doug shares in this episode:

  • Do you know how to position your retirement savings to protect yourself from rising taxes? It’s a tactic worth knowing if you think taxes could go higher in the future.
  • Has the new tax law opened a window of opportunity for those who are paying attention? You explains what you’ll need to know.
  • The tax cut that president Trump signed into law just before Christmas brought down some taxes but why is there still a legitimate threat of higher taxes looming before us?
  • How does continued government spending threaten those who are saving for retirement in tax-deferred vehicles? If you are currently saving in an IRA or 401(k), you’ll want to hear this.
  • As Baby Boomers retire in ever greater numbers, how will their need for Social Security and Medicare impact your nest egg?
  • Why is the window to reposition your assets only likely to remain open for the next 3 or 7 years? If a tax-free retirement is a priority to you, you’ll need to understand how short this window may be.
  • 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.