How do I retire tax free?

Free Report: 6 Steps To A Tax Free Retirement

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What if you could change your money from “forever” taxed to “never” taxed?

With ballooning annual deficits, unfunded liabilities, and entitlement programs, our country is without question headed toward stifling taxes in the future. Do you have a plan to deal with the inevitable tax increases that will be needed to pay for these programs? Are you planing for retirement in the best possible way that you can?

During their working years, most individuals are focused on funding tax-deferred savings plans like IRAs and 401(k)s and fail to adequately prepare for the possibility that future taxes will rise. Generally, planners and advisors advocate that money should be placed in tax-deferred vehicles such as IRAs and 401(k)s now, during the working years, because they assume you will live on less in retirement. While this may be the case for the highest income earners, many will find that due to inflation in energy costs, healthcare premiums, and taxes, they may actually need more income during retirement to maintain their standard of living. Retirement planning in the Denver, CO and surrounding areas shouldn’t be hard and Tucker Financial Solutions’ retirement financial advisors can make it easier for you.

Most Americans will rely to some degree on Social Security to supplement their standard of living during retirement. If a retiree’s other income sources are taxable, then the portion of Social Security income that is taxable could rise to as high as 80%.

As part of your income strategy, we suggest that you should make part of your income tax free. In other words, if part of your income in retirement comes from tax-free sources and never has to appear on your tax return, you will actually reduce your taxes on the rest of your income, including Social Security. Of course, the challenge is to find a financial vehicle that will allow you to accomplish this without sacrificing other important goals. We have discovered an innovative approach in retirement planning that combines a number of the following powerful features:

  1. Principal protection
  2. Market-linked growth
  3. Tax-free accumulation
  4. Tax-free access for major expenditures
  5. Tax-free access for long term care
  6. Tax-free access for retirement income
  7. Tax-free cash to your family or business partners

At Tucker Financial Solutions, we specialize in these strategies and we can help you custom-fit one of these plans to your personal needs. Retirement planning you can trust has never been easier.


Investment advisory services provided through Tucker Asset Management LLC, a registered investment advisor.