BOOK YOUR DEMO BELOW
I'll Show You How Wealthy People Are Building a Rock-Solid Retirement Without Fees and Confusing Hidden Taxes and Surcharges - And How You Can too
Book an appointment with Dora Wysocki NOW
On the call you learn how to:
- Defer Taxes on your Accounts
Deferring taxes on investment accounts can significantly enhance the power of compounding growth, as it allows your investments to grow without immediate tax interference
- Reduce Required Minimum Distributions (RMDs)
Lowering taxable income can help manage or reduce RMDs from traditional retirement accounts, which can push retirees into higher tax brackets.
- Preserve Social Security Benefits**
Social Security benefits may become taxable if combined income exceeds certain thresholds. Reducing taxable income can help avoid or minimize this tax.
- Avoid Medicare Premium Surcharges
Medicare Part B and D premiums are based on income (IRMAA). Lower taxable income can help retirees avoid these costly surcharges.
- Maximize Estate Value
Reducing taxable income and utilizing strategies like Roth conversions or life insurance ensures more wealth can be passed to heirs with fewer tax implications.
- Plan for Future Tax Increases
Many retirees anticipate tax rates to rise in the future, either personally or legislatively. Paying taxes now at lower rates can result in long-term savings.
- Crate Guaranteed Income for Guaranteed Expenses
Knowing your guaranteed expenses are covered by steady, reliable income gives you confidence and lasting financial independence.
On the call you learn how to:
- Defer Taxes on your Accounts
Deferring taxes on investment accounts can significantly enhance the power of compounding growth, as it allows your investments to grow without immediate tax interference
- Reduce Required Minimum Distributions (RMDs)
Lowering taxable income can help manage or reduce RMDs from traditional retirement accounts, which can push retirees into higher tax brackets.
- Preserve Social Security Benefits**
Social Security benefits may become taxable if combined income exceeds certain thresholds. Reducing taxable income can help avoid or minimize this tax.
- Avoid Medicare Premium Surcharges
Medicare Part B and D premiums are based on income (IRMAA). Lower taxable income can help retirees avoid these costly surcharges.
- Maximize Estate Value
Reducing taxable income and utilizing strategies like Roth conversions or life insurance ensures more wealth can be passed to heirs with fewer tax implications.
- Plan for Future Tax Increases
Many retirees anticipate tax rates to rise in the future, either personally or legislatively. Paying taxes now at lower rates can result in long-term savings.
- Crate Guaranteed Income for Guaranteed Expenses
Knowing your guaranteed expenses are covered by steady, reliable income gives you confidence and lasting financial independence.
DORA WYSOCKI
Trusted Life Insurance Advisor, Safe Money Specialist
Dora has been working in Insurance since 2014 and her aim is to provide excellent answers to your insurance questions. Insurance is an ever changing business, and she wants to help you, throughout the future years, with your insurance needs.
Keep in mind that we do write ALL lines of insurance, including Regular Life Insurance, Mortgage Protection Insurance, Final Expense Insurance and of course, Retirement Planning for You and Your Family.
Member of NAPA and NIPR.
Schedule FREE Phone Consultation Now
Fun is like Life Insurance; The Older You Get, The More It Costs"
Kin Hubbard
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