0Comments

PART 3 OF 3: Money Expenses To Create The Retirement Of Your Dreams

Have you wondered how much money you lose to hidden retirement account fees? Did you know a simple shift in your investment strategy could save you hundreds of thousands of dollars in taxes ... during your retirement? Have you ever thought about whether your current retirement plan ... aligns with the changing landscape of work and pensions? In "How Fees Affect Your Retirement," Part 3 of our 3-part series: Money Expenses to Create the Retirement Of Your Dreams, we’ll cover: 1. Why It's Important to Know the Fees On Each of Your Investment Vehicles 2. Why You Need to Understand the Future Opportunity Cost 3. A Real-Life Example with Jim and Heather

Continue Reading

0Comments

PART 2 OF 3: Money Expenses To Create The Retirement Of Your Dreams

Ever wondered if you could retire in the 0% tax bracket? Curious about strategies to keep more of your hard-earned money in retirement? Did you know your Social Security is taxable? In "How To Put In Place The 0% Tax Plan," Part 2 of our 3-part series: Money Expenses to Create the Retirement Of Your Dreams we'll cover: 1. How to manage your taxes. 2. How to maximize your social security income. 3. How to cut down on taxes for W2 or 1099 income.

Continue Reading

0Comments

PART 1 OF 3: Money Expenses To Create The Retirement Of Your Dreams

What if I told you ... ... you can save hundreds of thousands of dollars on taxes in retirement? The answer depends on how you use your 401k, 403b, 401a, 457, TSP, or any other employer plan. In "The Best Structure For The Most Tax Benefits," Part 1 of a 3-part Video Series called Money Expenses to Create the Retirement Of Your Dreams, which includes: 1. What does your employer offer? 2. How does your employer’s match work? 3. When to begin retirement planning.

Continue Reading