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Tax Free Retirement

Tax Smart 4 Life   Secure Income 4 Life

                                             access code 561-810

Be tax aware and TAX SMART 4 LIFE™ as we teach you: 

  • How 401k plans shift responsibility on to you, the employee

  • The tax costs from your 401k you’ll need to cover in your retirement and the income you can safely withdraw.

  • How our approach helps you lower your lifetime effective tax cost and adds a layer of diversification often missed in traditional financial planning.

  • ​What SMART, the Strategic Movement Around Retirement Taxation®, can contribute to your retirement.

IF YOU WANT TO BECOME MORE TAX AWARE AND BE TAX SMART 4 LIFE™ then start here!

​Will you have a SECURE INCOME 4 LIFE™ ?

 

  • Take your portfolio through our interactive game designed to teach the incredible change, mathematically, from the accumulation phase of building retirement assets to the distribution phase of taking retirement income.

  • Sequence of returns defines success or failure in retirement.

SEE HOW YOUR PLANS HOLD UP - click here to VISIT the SECURE INCOME 4 LIFE™ site.

Call or email for more info.

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