What’s Your #1 Retirement Mistake?
Take this FREE QUIZ to uncover your biggest "Retirement Gap" and learn how you could maximize your income, reduce taxes and help protect your assets.
2-minute quiz
What if the biggest opportunity to grow your retirement savings has nothing to do with chasing the next big investment and everything to do with taxes?
In this episode, Ryan Thacker and Tyson Thacker break down why taxes may be the single biggest expense you will face in retirement and how strategic tax planning could make your money go significantly further.
Ryan and Tyson discuss:
- How today’s national debt and tax trends could impact your retirement
- Why most retirees underestimate their lifetime tax burden
- The “three tax buckets” and how to move from taxed later to tax-free income
- The power of Roth 401(k)s, Roth conversions, and properly structured life insurance
- How to “Washington-proof” your retirement and take control of your future
- And more
Resources:
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Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. We are fiduciary financial planners who create custom retirement plans to help maximize social security and minimize tax and risk. Advisory services are offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm. Insurance products and services are offered through B.O.S.S. Retirement Solutions. Marketing materials are provided by Infinity Marketing Services.
This content is provided for informational purposes only. It is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. We are not affiliated with any government agency including the Social Security Administration.
