Do not let your clients be trapped by this coming tax problem.
Claim your free e-book and review strategies to rescue your clients' retirement from the missteps leading to "the tax trap."
Clients with an IRA, 401(k), 403(b), SEP, or 457 need to be made aware of this potential danger!
Dramatically higher taxes are likely in their future retirement.
Hyperinflation could make retirement more expensive than anticipated.
An unexpected expense could force clients into a higher tax bracket.
Is there a tax-efficient strategy in place for after-tax income in retirement?
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Get the answers here! Click below to download your free copy.
With pensions largely a thing of the past and Social Security struggling, properly managing your 401(k), IRA, 403(b), SEP, or 457 for retirement has never been more important. Retirees and pre-retirees need to be certain that their retirement plan has been designed to maximize income flow, minimize their tax bill. Do your clients have retirement plans that include diverse and alternative tax structures to provide maximum flexibility and control over their retirement income?
The 401(k) Trap will explore strategies that utilize available tax structures to help maximize income flows to the bottom line. Discover the ideal savings vehicle for workers who expect to be in a similar or higher tax bracket in retirement.
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Looking for more?
Listen to Make the Dough Rise, a financial podcast featuring Brian Doe, CFP®. Join Brian for a special edition episode with co-author Kerrie Debbs, CFP®, as they discuss the potential damage of the “trap” and what it means for retirees and pre-retirees.
Episode available for download starting March 2, 2021.
Meet the Authors
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