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Creating Tax Efficient

Retirement Strategies

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In this book, learn how a person's income strategy will affect taxes in retirement.

Taxes

Why Retirement Accounts Have a Giant Target on Their Back

Social Security Becoming Taxable

Surprisingly, not a lot of people know it is possible to get all their Social Security tax-free. Also surprising, a lot of people don't know their Social Security will be taxed.

Being Stuck in a Higher Tax Bracket

People are told their entire life, defer... defer... defer... because when they retire, they will be in a lower tax bracket. Sure, that was true 40 years ago, what about today?

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the strategies presented.