Uncle Sam can’t wait for you to retire right now, because he could tax you at every turn.
Taxes on your IRA, 401K, and other retirement accounts, taxes on your Social Security benefits, and taxes on your investment income.
So, if you don’t take specific steps to protect yourself well before you retire you could be left with a fraction of your retirement savings.
Quick story about one of the families helped by BOSS Retirement Solutions.
For the sake of privacy, we’ll call him “BOB”.
BOB ran a successful company with over $1 billion in annual revenue, and he had saved a big chunk of change for retirement.
But as he was getting closer to retirement, he knew he had a big problem. It was a tax problem. And it’s because a big chunk of his savings was in tax-deferred accounts
Like an IRA, or 401K. And he was specifically concerned about Required Minimum Distributions that could trigger a huge tax event.
BOB, started searching for answers, but he became discouraged because he couldn’t find someone to solve his problem and minimize his taxes in retirement.
When we finally connected with BOB, he was grateful to find someone that actually understood his problem. And was excited when we showed him strategies to help him solve this problem.
This is a great example of someone who knew he had a problem. He knew what he didn’t know. And his commitment to find an answer saved him a small fortune in taxes.
Most people don’t realize it, but you have more control over how much you pay in taxes in retirement than any other time of your life. But that doesn’t just happen automatically. You need to plan and create a strategy. But there are no one-size-fits-all strategies. No two people are alike.
And that’s why you need someone who can help you identify the strategies that will work specifically for your situation.
Some advisors might charge hundreds, if not thousands of dollars for a customized analysis.
We will help you identify the strategies and opportunities that could potentially save you tens of thousands of dollars with your IRA, 401K, Social Security benefits and more
To get a Tax Reduction Analysis and learn how to save tens of thousands of dollars in taxes in retirement call (801) 701-8881 or visit BossRetirement.com
This article contains sponsored content.