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Tax Diversification

What is your long-term tax-reduction strategy?

Did you know that the investment strategy you choose has a specific tax treatment and that this tax treatment impacts how much of your savings and investments you get to keep? That's right. And it may also impact how long your retirement income will last. 

 

The first thing to know is that Uncle Sam has a vested interest in which tax bucket you invest... he wants his money! A big myth people still believe is that they will be in a lower tax bracket when they are in their late 70s and 80s. In fact, if you have significant wealth, you could find yourself in one of the highest tax brackets. at a time when you can least afford it. 

 

Your investments will fall into one of these three categories: fully taxable, tax-deferred, and tax-free. Which strategy is the best one to help you FIRE UNCLE SAM? 

Having tax-free retirement is real!

 

Schedule a complimentary discovery session with me to discuss.

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