Approaching retirement might leave you wondering how rising taxes could affect your retirement income. Structuring your retirement effectively can include tax-deferred plans, and we can assist you with investment strategies that aim for growth. Even better, tax-exempt accounts can provide future benefits since withdrawals are not subject to taxes.

Do you know how withdrawals and distributions will impact you during retirement? What about taxable and tax-deferred accounts? The last thing you want is to retire and then find out the weight of your tax burden could sink you. Luckily, we take all this into account and more when we meet with you.

While we aren’t tax professionals, we work closely with a network of recommended tax professionals who can help you get the right retirement tax plan in place. This plan could even include the potential to earn interest quickly during retirement.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Retirement Protection Solutions has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.