As you Grow Older, Does your Tax Bracket Lower?

Contrary to the common misconception, 𝘁𝗮𝘅 𝗯𝗿𝗮𝗰𝗸𝗲𝘁𝘀 𝗱𝗼𝗻'𝘁 𝗺𝗮𝗴𝗶𝗰𝗮𝗹𝗹𝘆 𝗱𝗿𝗼𝗽 in retirement! 🙅

That is why it's smart to consider moving your money out of tax-deferred accounts 𝗯𝗲𝗳𝗼𝗿𝗲 𝘆𝗼𝘂'𝗿𝗲 𝘀𝘁𝘂𝗰𝗸 potentially paying hefty taxes!

It could be time to stash those savings into tax-free accounts such as a Roth IRA or permanent life insurance and 𝗸𝗲𝗲𝗽 𝗺𝗼𝗿𝗲 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆 where it belongs...in your pocket! ⏰

If you have questions about shifting your accounts to take advantage of our historically low tax rates, reach out, 𝘄𝗲'𝗿𝗲 𝗵𝗲𝗿𝗲 𝘁𝗼 𝗵𝗲𝗹𝗽! 🤝

Use the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄 to jump to a particular section of interest! 👇

𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦
00:00 Scott’s first 401(k) experience
02:16 Are you in a lower tax bracket?
04:52 Move to a tax-free account
05:45 Trump Tax Plan impact
8:06 How to get help!


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https://retiresimply.com/contact-us/

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