Tax-Free Strategy

Keep More Of Your Retirement Money In Your Pocket and Away From the Greedy Tax Man…

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This Is A No-Cost, 1-on-1, Private Zoom Chat

 

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Step 2 in Reverse Retirement is

Setting up a tax free strategy

We go about this in two ways :

Paying income tax during your working years is something we all must do. But paying too much income tax during your retirement years can really eat your lunch!

We’ll show you how to do it in 30 minutes! Schedule a Zoom call with me by clicking the button below!

Are You Ready To Talk About YOUR Tax-Free Retirement?

Click The Button Below to Schedule a Consultation with us Today!

Next Up...

step 3

Guaranteed Lifetime Income

It’s Time to Secure Your Income Stream in Retirement…

Step 3 of Reverse Retirement is locking in Guaranteed Lifetime Income. Social security is one of your ‘retirement checks’, but it’s usually not enough to cover all of one’s expenses in retirement…

step 4

Long Term Care

Next, We Cover a Few “What If’s” in Life…

Step 4 of Reverse Retirement is setting up Long Term Care. It might be one of THE BIGGEST surprise expenses in retirement. Imagine you’re 70 years old and an accident or illness happens to you that leaves you…

step 5

Legacy Planning

Secure the Assets to Leave Behind for the Kids…

Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you after you’re gone, and it can be tricky to plan…

step 1

Debt Free Retirement

A Paid-Off House Tends to Make Life Easier…

Step 1 in Reverse Retirement is working to get rid of personal debt.

This includes things like:

– Your mortgage.

– Your automobile / boat / RV payment.

– All credit card debt.

Next Up...

step 3

Guaranteed Lifetime Income

It’s Time to Secure Your Income Stream in Retirement…

Step 3 of Reverse Retirement is locking in Guaranteed Lifetime Income. Social security is one of your ‘retirement checks’, but it’s usually not enough to cover all of one’s expenses in retirement…

step 4

Long Term Care

Next, We Cover a Few “What If’s” in Life…

Step 4 of Reverse Retirement is setting up Long Term Care. It might be one of THE BIGGEST surprise expenses in retirement. Imagine you’re 70 years old and an accident or illness happens to you that leaves you…

step 5

Legacy Planning

Secure the Assets to Leave Behind for the Kids…

Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you after you’re gone, and it can be tricky to plan…

step 1

Debt Free Retirement

A Paid-Off House Tends to Make Life Easier…

Step 1 in Reverse Retirement is working to get rid of personal debt.

This includes things like:

– Your mortgage.

– Your automobile / boat / RV payment.

– All credit card debt.

IF YOU’RE FEELING OVERWHELMED, DON’T WORRY:

Here’s What to Do Now

You might have a LOT going on in your head right now. It’s OK to be overwhelmed. It’s OK to be unsure. But one thing is for certain: You have found the help you need to help you make the right financial decisions for your family.

Just Follow These 3 Easy Steps...

  • Step 1

    Click the Orange Button Below to schedule your private Zoom call with {agent first name}

  • Step 2

    Choose the date and time that works best for your schedule

  • Step 3

    Put your credit card away. There is NO COST to this Zoom chat

By this time tomorrow, you could be on your way to putting these financial choices to bed…

So you can get on with living your life!

Click The Button Below to Schedule a Consultation with us Today!