4 Critical Steps You Must Take Today, To Retire Successfully Tomorrow

Published on: Feb 13, 2021

Retirement planning has never been easy, and it’s no different today. With the threat of potentially massive tax increases, a stock market at record highs, interest rates at record lows, changes with Social Security, RMD’s, and more – retiring today is more challenging than ever before. If you’re not making adjustments to your retirement game plan, there could be significant financial consequences for your nest-egg

In this episode, we’re talking about why planning for retirement has been turned on its head, plus 4 specific steps you must take today … if you want to retire successfully tomorrow, including:

  • An expiring strategy that could save you a fortune in taxes with your IRA and 401K
  • A little-known trick that could yield even more income when you file for social security
  • How other retirees are getting around record low-interest rates and successfully generating income today

Host Ben Christy interviews Beacon Capital Management’s Senior Partner and Co-Owner, Pete Benson, and COO and Co-Owner, Jon Maxson for this episode of the Beacon Retirement Strategies Radio Show: 4 Critical Steps You Must Take Today, To Retire Successfully Tomorrow

You may not realize it, but the fastest and safest way to grow your nest egg is by reducing your taxes in retirement. After all, the less money you pay the IRS-the more money you get to keep in your pocket. Learn how you could dramatically reduce or eliminate your taxes in retirement … with our FREE, Retirement Tax Analysis. SCHEDULE A CALL TODAY!

Also, download our FREE ULTIMATE RETIREMENT PLANNING CHECKLIST to see which areas you need to cover to have a comprehensive retirement plan.

 

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