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Tax-Free Income

How Would You Like the Security of a Tax-Free Paycheck in Retirement?

At Advanced Wealth Preservation we help you do it.

One of the biggest negative wealth transfers we see in retirement is taxes. The more wealth you have…the bigger the tax hole can be at the bottom of your wealth bucket.

Virtually all defined benefit and contributions plans are set up with delayed tax benefits. You get the tax benefits today and Uncle Sam gets the tax benefits when you take your money out in retirement.

Listed below are the most popular tax-deferred retirement savings accounts today:

At Advanced Wealth Preservation we help you do it.

One of the biggest negative wealth transfers we see in retirement is taxes. The more wealth you have…the bigger the tax hole can be at the bottom of your wealth bucket.

Virtually all defined benefit and contributions plans are set up with delayed tax benefits. You get the tax benefits today and Uncle Sam gets the tax benefits when you take your money out in retirement.

Listed below are the most popular tax-deferred retirement savings accounts today:

Here’s the major difference regarding the last rule. The first 3 rules have known terms. The last rule is unknown and could change many times in your retirement.

Here’s why:

Let’s say you had $1,000,000 in one of your IRA accounts in 2012 and you were in the 36% tax bracket. That meant you had $640,000 in your account and Uncle Sam had $360,000 in his account. But in 2013 the tax rate jumped up to 39.6%. That meant your portion of your IRA just went down by $39,000 with a stroke of the tax pen. And your ownership percent will continue to go down every time income taxes are raised in retirement.

At Advanced Wealth Preservation, we provide a hedge against income taxes by looking at alternative tax-free income plans. These plans provide the same tax-deferred benefits of traditional retirement accounts only they have:

Contact us today if you want to take control of some of your taxable income in retirement.
Access to tax-free income is a nice bucket to have in any wealth preservation plan.

Contact Us now

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