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Establishing a custom Retirement Roadmap is pivotal. Your roadmap should include ways to manage your money so you can be tax-efficient when you retire, helping to reduce the chance of using up your savings too early. Our plans carefully consider your financial goals, guiding you towards a retirement with potentially low to zero tax!
“Critical to your journey toward the 0% tax bracket is an understanding of the three basic types of investment accounts. For our purposes, we’re going to refer to these three accounts as buckets of money. The three buckets are taxable, tax-deferred, and tax-free.”
In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture.
The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?
Ready to take the next step? Schedule a one-on-one Strategy Session with our experts. Let’s tailor a plan that puts you on the path to a tax-free retirement. Your financial future is too important to leave to chance.
Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready?
Learn how to avoid the coming tax freight train and maximize your retirement dollars.
Let us help you get started on your path to financial success. Schedule a complimentary call today!
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