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Grow Your Confidence And Your Income

Grow Your Confidence And Your Income

Many people assume they’ll pay less in taxes once they retire, but that’s not necessarily the case. In fact, without a solid tax strategy, you could end up paying more than your fair share.
How will you handle taxes once your paychecks stop and the money you have is the only money you’ll have for the rest of your life? Let’s get you on T.R.A.C.K™ by looking at common tax pitfalls we help our clients avoid.

Using Only Tax-Deferred Accounts

Forgoing taxes now sounds good—until you realize you could potentially pay much more in the future. We’ll help you develop a strategy to pay now” rather than later when the rates will be higher.

Tax Bracket Creep

Inflation, an inheritance, and even your Social Security benefits could all push you into a higher tax bracket—with increased tax rates to go along with it.

Required Minimum Distributions (RMDs)

The government requires retirement account owners to withdraw RMDs annually, starting for most at 701/2, and failing to do so typically results in a 50% excise tax. Our team will create an RMD schedule aimed at reducing any tax penalties you may owe.


When you imagine your retirement, what do you picture? Pina coladas on the beach? Backyard barbecues? Endless travel to exotic locations? Retirement success or failure all boils down to one thing: Time. Time to do what you want to do because you want to do it. That’s financial confidence on T.R.A.C.K™. 

Ask yourself these common retirement questions. Do you feel confident in the answers? If not, your retirement is off-track. Give us a call to start your retirement journey today. 

  • How do I define retirement? 
  • What do I want my money to do for me now and later? 
  • Do I feel I have control over my money (or does it control me)? 
  • If I had unlimited time (and money was no object), how would I spend it? 
  • If the worst happened, would my financial plan be able to guide me through it?
Start Living Life on Your Terms. Contact Us today to Get Started