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:
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How 401k plans shift responsibility on to you, the employee
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The tax costs from your 401k you’ll need to cover in your retirement and the income you can safely withdraw.
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How our approach helps you lower your lifetime effective tax cost and adds a layer of diversification often missed in traditional financial planning.
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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™ ?
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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.
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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.