UNNECESSARY TAXES
It’s Not What You Earn. It’s What You Keep.
An Exit Strategy Is Imperative
Three Questions Every Pre-Retiree Should Ask:
Income
Do you want to make more income next year?
Lifestyle
Do you want to retire & live like you do now or take a pay cut?
Future Taxes
Do you believe taxes are going up or down in the future?
Did You Answer Yes To All Three Questions?
Will You Really Be In A Lower Income Tax Bracket When You Retire?
Is it possible that your current approach to retirement will only benefit you if you are in a lower bracket? What if you succeed in preparing for retirement……..OR, taxes go up? Is that a concern?
What is the purpose of Saving money? To Spend it!
Would you rather have a $2,000,000 account that sends you retirement income of $60,000 taxable or a $1,000,000 account that sends you $60,000 tax exempt?
Shouldn’t Your Money Work As Hard As You Do?
The Higher Retirement Cash Flow Road Map