Could An IRA or 401(k) Be Your ONLY Solution?
Here is the problem…
The money in your IRA is not all yours! As much as 40% of it (maybe more) belongs to the government because your IRA money is ONLY tax-DEFERRED, it is NOT tax-EXEMPT. And you have to pay tax on every dollar in your account even if you leave it all to your family.
When it comes to retirement planning, simply starting is often the hardest part. We can help you find not only retirement planning tools but also the motivation to begin, from how much to save to the best ways to do so including IRAs, Roth IRAs, 401(k)s, Non-Qualified Plans, etc.
We specialize in taking the confusion out of retirement planning. Whether it’s an IRA or 401(k) that fits your needs the most, or some alternative investment, most individuals don’t know which to choose. They often choose the “default” investment because it’s the most convenient.
Here is the solution…
Through our process of using the Retirement Planning Analysis, you will find which retirement investment(s) and their tax implications will be best for your circumstances. It is very cool.
This could be your time to find out. Contact us to learn more.