“Tax-Free Retirement” is a buzzword that seems to come and go in phases.
Often times when you hear this term, you might think “that sounds great but it doesn’t really apply to me”. Believe it or not, that’s what we hear most often. Why?
People tend to think that tax-free retirement is a pipe-dream, or it’s a misleading term that doesn’t really work as advertised. The truth is, tax-free retirement is an absolute possibility for most people, and it should be strongly considered when planning for your future.
Do you want to share your hard-earned savings with the government? There are strategic investments opportunities available that don’t force you to give up a percentage of your retirement savings to Uncle Sam. Most retirement investment vehicles available, such as traditional IRAs, 401Ks and 403Bs, will essentially make the government your partner, rather than a simple tax collector. It’s essential that you keep the government’s hand out of your retirement savings.
Tax-Free Retirement by Patrick Kelly
I highly recommend you check out a book called Tax-Free Retirement by Patrick Kelly. This book is filled with incredibly valuable information on the topic, and can really safeguard your retirement from paying too much in taxes. The book explains retirement “landmines”, retirement income opportunities, and guides you towards a legacy that you can leave for several generations. Here’s one of many 5-star reviews on Amazon.
They always said if you want to hide anything major from people PUT IT IN WRITING. Patril Kelly has put the 401k issue to rest with this book. I love ALL of the chapters due to the fact they relate to EVERYONE from a regular employee to a small business owner. Very good read, even if you just read the chapter that relates to your current situation.
I highly recommend you give this book a read. You can pick up a copy on Amazon. If you like this information, and you want to get started on your own tax-free retirement, please give us a call and we’ll put together a strategy that works for you!