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Cut Taxes || Boost Income || Leave a Legacy

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  1. What if, you could just pay taxes on the money you earn, and not have to pay taxes on the money, your money earns?                              

Here is a little, known fact:   Everyone knows that all monies inside a Qualified Savings Plan, such as, a 401k, IRA, or 403b are subject to tax when money is withdrawn; but few realize, that any income withdrawal, from their Qualified Saving Plan will increase their total annual taxable income, which can increase their tax bracket, which will also increase their tax rate on their Social Security Income, as well.

 

  • 2.  What if, you could earn a safe, consistent rate of return, with one of the safest assets in the world; without ever endangering your portfolio to a stock Market Crash.
  • Year 2000, the Dot.com Stock Market crash; took investors 4-8 years to reclaim their losses, because; one particular event, created a market crash?  
  • Year 2008, the Real Estate/Stock Market crash occurred that nearly paralleled, the crash of 1929.  It took 3-6 years for investors to return their portfolio earnings to par.
  • Year 2019, there was a Worldwide Pandemic/Stock Market crash.  The government is still trying to improve our countries slow-moving economy; with very little success.  Investors are still trying to restore their portfolios back to par from where they were in 2019.

 Here is a little-known fact:  According to the Social Security Administration, if someone retires at age 65, a man’s life expectancy is age 83, and a woman’s, life expectancy is age 87.  Non-smokers can add 5 additional years to their life.  That means that presently a man and woman’s life expectancy during retirement is somewhere between 18 -27 years.  

Considering the history of the U.S. Economy for the past 25 years; it would be wise for investors to plan that similar catastrophic events, will happen during those 18-27 years of retirement.  Why not safe-guard your  portfolio now, while there is time?

Redelsperger and Associates, can correct your retirement dilemmas.

  • Significantly reduce your tax liability during retirement.
  • Replace your paycheck, and receive annual raises on your retirement, for a lifetime