Most Americans are saving into tax-deferred accounts like IRAs and 401(k)s. What many don't realize is that they are creating a series of tax time bombs for themselves, just waiting to explode when they least expect it and need their money most! I have been helping people with tax-free retirement planning for over 20 years now, as an independent fiduciary financial advisor.
What I find is that most Americans fail to create (or keep) real wealth. It's not that they plan to fail, but that they fail to plan. If you would like to see if working together on a comprehensive financial plan might be right for you, so you can avoid any future tax time bombs waiting for you, fill out the info for a friendly 'get to know you' strategy session.
What I find is that most Americans fail to create (or keep) real wealth. It's not that they plan to fail, but that they fail to plan. If you would like to see if working together on a comprehensive financial plan might be right for you, so you can avoid any future tax time bombs waiting for you, fill out the info for a friendly 'get to know you' strategy session.
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This is where you log on if you have accounts with me at Pershing and you have signed up, or would like to sign up for e-delivery of your statements, transaction confirmations, tax documents, shareholder documents and prospectuses.
This is where you log on if you have accounts with me at Pershing and you have signed up, or would like to sign up for e-delivery of your statements, transaction confirmations, tax documents, shareholder documents and prospectuses.
Jimmy found a passion for helping others with their financial goals while attending college in Anchorage Alaska. Starting his career with Waddell & Reed in 2000, he quickly became the manager for the Wasilla office and then moved to Denver Colorado with the company to manage the office in Cherry Creek.
Baobab Wealth Management is a fee-based advisory firm that provides real value to their clients, putting their interests first and offering complete transparency with fees, services, and philosophies. Our commitment to establishing trust and offering customized solutions means we strive to give our clients the undivided attention they deserve.
When you think of a financial plan, what comes to mind? A budget? Your goals and bucket list items? Or maybe something that's only for the ultra-wealthy people of the world? Here's the truth: everyone needs and deserves a financial plan. Not only does a plan unify every piece of your financial puzzle and reflect your needs and dreams, but it also arms you with strategies and motivation to walk toward your future with confidence.
One of the keys to paying the least amount of tax in retirement is to have just the right amount of money in tax-deferred accounts like your 401(k) and IRA when you reach retirement. This is called your 'Ideal Number'.
Having this ideal amount of money in your pre-tax accounts allows you to take advantage of your standard deduction (the amount of money you don't have to pay tax on each year) and stay under the IRS thresholds that trigger taxes on things like your Social Security and Medicare.The rest of your retirement savings should be in tax-free type accounts like Roth accounts.
Having this ideal amount of money in your pre-tax accounts allows you to take advantage of your standard deduction (the amount of money you don't have to pay tax on each year) and stay under the IRS thresholds that trigger taxes on things like your Social Security and Medicare.The rest of your retirement savings should be in tax-free type accounts like Roth accounts.
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