Tax Strategies - Birdseye Financial

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Tax Strategies
When it comes to tax strategies, we encourage you to use the advice of a Tax Professional. However, there are some basic strategies that we suggest you look into which have been in the marketplace for sometime. Here we illustrate how taxes are paid between several types of tax structures.

HOW IS YOUR MONEY TAXED?

ONLINE TAX WORKSHOP

Understanding the official new tax reform rules and their impact on your retirement
The changing rules for a retiring generation of baby boomers
How lost deductions may affect your taxes in retirement
Common misconceptions about taxes in retirement
Possible tools and strategies available to retirees to help develop a retirement tax strategy
A basic overview of the tax rules as they apply today
Strategies to help protect yourself against the taxation of your Social Security income
How rising taxes may affect your retirement cash flow

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If you do not have time to attend our Tax Workshop but would like to see other advisors present the same workshop content, you may click here and watch Free Now...

How Taxes Are Applied...

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Traditional IRA and ROTH IRA's

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BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure
Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

Website Content
The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

Product Illustrations
And as always, it’s important to keep in mind that past performance is definitely no guarantee of the future results that you’ll receive in most any financial vehicle.

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