Moving to Tax-Free
Learn how to reposition your assets so you can make the move to a tax-free retirement.
When planning for retirement, some of the first big questions are “Have I saved enough to retire?” or “Will I be able to leave a legacy for my family? Are my spouse and I going to be OK through our lifetime?” But those planning for retirement may be missing a foundational question to retirement financial planning success—will I be paying higher tax rates on my future retirement plan distributions from my 401K and IRA?
The question isn’t “if” we will face higher future tax rates but “when”? It is almost inevitable that tax rates will be higher in the future. Understanding that tax rates will likely be much higher in the future can help you dramatically improve your chances of success in retirement.
Wealth advisor Bruce Hosler, EA, CFP®, brings a new approach to moving to a tax-free retirement. Based on Bruce’s decades of experience in wealth management and tax planning, this definitive guide is a strategic plan for how you and your family can pay less taxes over your lifetime. Using advanced intentional tax strategies, you can start to build a tax-reduction plan that can help you move to tax-free income in retirement.
Moving to Tax-Free is your financial ally where you’ll learn:
The available options to save on taxes when you retire and potentially live income tax–free from federal and state taxes—including your Social Security benefits!
Proactive strategies to shield your savings from future tax hikes.
The effective sources of tax-free income including the Roth IRA and the Roth 401(k), the life insurance retirement plan, the health savings account, the 529 plan to Roth IRA rollover, and the reverse mortgage line of credit.
How to navigate “uncontrollable” financial potholes affecting your savings and the adjustments to make to stay in control of your affairs.
Vital, must-ask questions for your tax professional and financial advisors to ensure forward-thinking financial planning.
Move effectively to a tax-free plan for your retirement. This isn’t just theory; it’s a practical road map filled with tactics built to give you the retirement you’ve always dreamed of. Secure your financial future with Moving to Tax-Free.