You often don't receive gifts from the irs.
Due to the economic hardship COVID-19 has placed on the American people Congress passed the Cares Act into law on March 27th, 2020. Why should you care? Well, there is a provision that allows us to move $100,000 from tax-deferred accounts into tax-free accounts. Why would you want to do this? Glad you asked!
The Single Most Unaccounted for Expense in Retirement is TAXES
Taxes are at an all-time low, you could say they are on sale. The mounting government debt, not to mention the $3 trillion stimulus, has to be paid by someone. The government either reduces expenses or raises taxes, what do you think they are going to do? A small 1% increase in taxes can take a drastic toll on your retirement income.
Fill out the form below and get into the training. We will teach you how, with the CARES Act, we can reduce your tax liability and help you create a TAX-FREE retirement.
FIll Out The Form Below And Let's Talk
Can You Really Have a tax-free retirement? Yes!
When looking at a properly designed retirement plan, if you or your current advisor are not accounting for taxes, you are completely missing the boat. A complete financial plan accounts for the biggest expense you will ever incur, not your home, TAXES. Now is the best time to reposition assets into vehicles that are out of reach of the taxman.
We are currently in the lowest tax environment the United States has seen in over 70 years! The mainstream message of deferring into 401(k)s or IRAs is a message from the 80s when taxes were much higher. This "common knowledge" has not been updated for 2020 and beyond. Its the status quo and we challenge the status quo by doing what is right for our clients no matter what.
That is why we have put this training together, for free. We initially sent this out to only our private clients. The responses we got were overwhelming and we knew we were on to something. So, that is why we put this page together and are releasing this training to anyone and everyone we can reach. We believe everyone needs to see this and get on track with a real retirement plan to cut out the tax-man.
This provision is set to expire on December 31st, 2020. So, fill out the form above and get into the training and start living a Healthier financial life!