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Tax-Free Retirement

Is a Tax-Free Retirement Really Possible?

The answer to that question is, largely, yes.  Obviously not everyone can get into a 0% tax bracket in retirement but, working with your tax professional, there is a surprisingly large amount of people who can.  Even if one doesn't quite get to 0%, we believe there are certainly good reasons to shoot for it:

  • Taxes are usually the single largest negative impact on your retirement lifestyle.
  • Some professionals believe that the changing demographics will require increased taxation in the next 15 years in order to sustain the promises our government has made to future generations.1  If this possibility is not planned for, you could be choosing a reduced retirement lifestyle by default.
  • Who wants to pay more in taxes than they are required to?

Let's examine these issues.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. 

The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results.

Taxes are usually the single largest negative impact on your retirement lifestyle.

Taxes are usually the single largest negative impact on your retirement lifestyle.

You would be concerned if your investment portfolio suffered a 25% loss every year, wouldn't you?  So why wouldn't you be concerned if the government took 25% of your retirement income every year?

Some Professionals believe that the changing demographics will <strong>require</strong> increased taxation<sup>1</sup>

Some Professionals believe that the changing demographics will require increased taxation1

Claim Your Free Book on Tax-Free Retirement Income!

When you request a consultation below, we'll give you a copy of one of these amazing books at the end of your consultation.  Our gift to you just for initiating the conversation.

1 Comeback America, David M. Walker, Random House.

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