“Does my current financial plan account for future taxes?”
“Will my safety net handle inflation and market declines in retirement?”
Approaching Retirement – How much of your IRA/401k is actually yours?
We don’t know what our tax rate will be in retirement. The future tax calculation determines the cash flow. If not already addressed, 10-15 years before retirement is an especially critical time to make adjustments to handle retirement dynamics.
Watch the video below to learn about a proven option to leverage your funds and recover paid taxes.
Three key future tax conditions and tax-free distributions:
Tax Increases – 2026 or beyond! could raise taxes 50-60% to taxes – ouch (CBO estimates income tax to increase by 50+% by 2033)
Market Capital Gains – Short and Long-term gains taxes are looking to be increased
Insurance Tax Codes – Permanent insurance policies Whole and IUL policies allow tax-free distributions via a loan against the policy. Section 7702. (Kai-Zen solution)
Take a careful look at the gap. Assess how well your plan covers the gap. The mitigation above is especially compelling if you are 10 years or more from retirement. Higher inflation, market declines and taxes significantly impact the GAP.
CLICK ON THE IMAGE BELOW TO LEARN MORE AND RUN OUR KAI-ZEN CALCULATOR
Having a full and complete financial plan is essential. We work with your advisor team or we invite advisors from the National Referral Network to stress test current plans and provide recommendations to fortify your financial future. We encourage you to request a consultation! To learn more, visit How We Help – click here
Please make time to explore and see if you qualify for this popular low-risk solution designed to provide 40-60% more retirement income. To learn more click on the link below to schedule a chat.
Kai-Zen an accelerated savings plan – learn more here
To learn more on how to fortify your future income. Request information via email – click here
To learn more about financial guarantees – Click here
For detailed explanation of this effective program, click on the link below: