The Power of Tax Strategies
What Strategies have you implemented?
Learn more about:
We offer you webinar education training to help you understand your options on many topics. |
Ordinary and Long-Term Capital Gains
This chart above is for educational purposes only and may differ over time.
Provisional Tax Social Security Tax |
Required Minimum Distributions @ age 72 |
2023 Key Financial Data
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HOW ARE YOU BEING TAXED
What option should you be using?
What option should you be using?
Non-Qualified Annuities are taxed as ORDINARY INCOME, not as LONG-TERM Capital Gains. Which means that you could end up paying much more in tax then you may have expected.
ROTH IRAs' are a tax strategy that is an after tax investment that can grow Tax-Free. Which contains funds from the market, annuities, banks and more. |
Roth 401(k) accounts are subject to the same required minimum distribution (RMD) rules that apply to traditional 401(k) accounts. Therefore, the account owner must start taking RMDs from their Roth 401(k) for the year in which they reach age 73 and continue for every year thereafter. Learn how to avoid RMD's on a ROTH 401(k) Read More
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With historic LOW taxes and HIGH debt, Will Taxes Go Up or Down???
EDUCATIONAL TAX VIDEOS
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CAN YOU CREATE MORE TAX-FREE INCOME IN RETIREMENT?
TAX RULES HAVE CHANGE
Understand the potential impact taxes have on your retirement income. Retirement is rated one of life’s most stressful events. Do you have a Retirement Tax Strategy? Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you will take income. Your paycheck may have stopped, but taxes continue. It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income. |
TAXES IN RETIREMENT WEBIINAR
The speaker below has recorded an EDUCATIONAL ONLY webinar on the same concept that we have implemented. After watching one of these videos, if you would like a Personalized Tax Analysis of your own, just submit the request. We will be more than glad to help you learn.
The speaker below has recorded an EDUCATIONAL ONLY webinar on the same concept that we have implemented. After watching one of these videos, if you would like a Personalized Tax Analysis of your own, just submit the request. We will be more than glad to help you learn.
WHAT YOU WILL LEARN ABOUT:
- 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
Request your own Tax Analysis
We will send you our FORM that will help us generate your own personalized tax analysis that you have seen in the video above. This is a value educational only piece. Have a proper Tax advisor review. |
TAX Strategy Solutions
WHAT IS TAX SAVING BY BUNCHING?