Are you ready for retirement?
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If your plan for retirement has only been focused on savings and accumulation of assets, you are likely only half prepared for retirement. The real key to a comfortable retirement is what you do with those assets in the “second half ” of your financial life, when the focus shifts from savings and accumulation to income and distribution.
Strategies for defusing the TICKING TAX TIME BOMB inside your IRA account
Ideas for protecting your assets and securing your retirement income
Strategies to minimize taxes on IRA/401k distributions for every phase in your life
How to do a low tax or tax-free Roth IRA conversion
Strategies for reducing or even eliminating capital gains and estate taxes
How to leverage your IRA to leave a lasting legacy and tax‐free inheritance for your heirs