Please send me the
requested information.
*Mandatory Fields
We value your privacy. We never sell,
share or rent your info.
Have questions? Text 785-452-8039
Please send me the
requested information.
*Mandatory Fields
We value your privacy. We never sell,
share or rent your info.
Have questions? Text 785-452-8039
HERE'S WHAT YOU'LL RECEIVE!
WHAT'S IN THE GUIDE!
Early Withdrawals
Accessing retirement accounts too early can lead to significant penalties and unnecessary taxes.
Ignoring Roth Conversions
Failing to convert traditional IRAs to Roth IRAs can result in higher taxes during retirement withdrawals.
Social Security
Taking Social Security too soon can lock in lower lifetime benefits and affect tax brackets.
Overlooking RMDs
Missing Required Minimum Distributions (RMDs) can lead to massive tax penalties and forced large withdrawals.
Poor Tax Diversification
Not having a mix of taxable, tax-deferred, and tax-free accounts can lead to inefficient tax planning.
Neglecting State Taxes
Failing to account for state tax rates can significantly impact retirement income, depending on your state of residence.
Bad Withdrawal Sequence
Withdrawing from taxable accounts first can push you into higher tax brackets, diminishing overall savings.
Tax Loss Harvesting
Not using market downturns to offset gains through tax-loss harvesting can increase overall taxes.
Selling Too Quickly
Selling assets without considering capital gains taxes can reduce retirement savings by a significant amount.
CONTACT US
Solutions For Life
1923 S. Ohio
Salina, Kansas 67401
785-452-8039 Mobile
785-404-6664 Office
785-404-6655 Fax
CONTACT US
Solutions For Life
1923 S. Ohio
Salina, Kansas 67401
785-452-8039 Mobile
785-404-6664 Office
785-404-6655 Fax
This site provides insurance information and starts your insurance quotes. Each rate shown is a price based on information provided by the user and the available market products. To apply, you will need to speak with one of our agents. No portion of SolutionsForLifeKS.com may be copied, published or distributed in any manner for any purpose without prior written authorization of the owner.