From the Desk of
Douglas R. Andrew:
The last thing you want during your retirement years is unexpected and unplanned circumstances.
Getting sick, market crashes, medications, rising taxes, and other unplanned expenses can all cause you to prematurely run out of money.
Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.”
While there’s no way out of the first one, but there is something each of us can do to alleviate the second one. I’m not saying we should avoid paying our fair share—taxes are important; if they go toward wonderful things we enjoy in this nation, like education, roads, libraries, safety and security.
However, there’s no need to pay excess tax—and in fact, paying more than necessary can put you at risk of outliving your money at a time when you’ll need it most.
Our goal is to empower you with information to eliminate some of these and other risks that you will face in your financial life. We are holding a Retire by Design event to help you understand how to handle and potentially eliminate these risks during your retirement years.
Reserve My Seat Now!
During our upcoming Retire by Design Virtual Workshop, here are some of the topics we’ll address:
• How to avoid losing a significant portion of your tax-savings opportunity
• Why you want to maximize the current short-term tax rates
• The difference between your marginal and effective tax brackets
• The purpose of a strategic rollout
• How tax-free income plays a role in reducing your at-retirement tax bill
• and much more...
Join us as we share some significant tax-saving strategies that will help you "Retire by Design" instead of by accident.
To Your Abundance,