How To Save $350k In Taxes In Your Retirement Planning and Live Your Retirement DREAM!

 

Does saving over $350,000 in potential taxes sound good to you in retirement? I’m going to show you how quickly we can get that done. So this was a couple that came to see us and they wanted to know, do I have enough? Can I retire? How do I pay less tax after going through the situation, we hit the button. Turns out that they only have about a 65% probability of success, our job is to get this number up way higher than 65%. So we can get you to retire. And most of the time, that means overlaying a tax plan, creating a new income plan, changing how the investment portfolio is structured.

Our Retirement Success Plan

And all of this together is what we call your retirement success plan. So when we look at the tax plan, if we continue down the conventional wisdom, it’s an estimated $550,000 of taxes. But if we look at a recommended tax strategy to save that estimated 350,000, we get the taxes down to about 173 over the course of retirement. In addition to that, we have an estimated ending balance of about 2.5 versus 1.7. By implementing the tax plan, as well as adjusting when they plan on taking Social Security as well as creating an actual income plan. So they know when where and how much income to withdraw, as well as altering the portfolio to make sure the amount of risk in there and the expected growth is commensurate with their ability to stay in the market. We do all that and that’s what we call the retirement success plan. And that gets them up to a 99% probability of success. To get started with your very own customized retirement success plan.

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