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Your 401k is a Ticking Time Bomb!

Do You Want To...

  • Avoid mandatory RMDs in retirement?

  • Avoid tax traps on your Social Security and Medicare?

  • Insulate you and your spouse against tax hikes?

  • Eliminate taxes on money earmarked for your kids?

If you answered "YES" to any of these questions , this FREE training webinar is for you!

FREE for attending this webinar:

Get a free comparison of your current retirement plan with our unique Roth Conversion strategy.  See how much difference there is between a traditional investment plan and our unique strategy!

How to Protect Your Savings from Taxes and Have More Money in Retirement.

Your 401K or IRA is a ticking tax time bomb that forces depletion of your retirement savings accounts! 

 

Learn how to defuse it with our unique Roth conversion strategy! It provides tax-free growth and distributions in retirement.

Get started today! Click the button below to attend an educational webinar right now!

What you'll learn in the 2023 Retirement Protection Webinar:

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LEARN HOW TAXES CAN BE OPTIONAL IN RETIREMENT IF YOU USE THE RIGHT STRATEGY.
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HOW TO DO A ROTH CONVERSION WITHOUT HAVING TO COME OUT OF POCKET TO PAY THE TAXES.
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LEARN HOW OUR UNIQUE ROTH CONVERSION STRATEGY CREATES UP TO 2X TO 3X MORE MONEY IN RETIREMENT THAN A TRADITIONAL RETIREMENT PLAN.

You can start right now! Simply click the button below:

Webinar Registration

What They Didn’t Tell  you about Your 401(k) or IRA…

It is important to understand that your 401Ks and IRAs not only are your retirement plans but also a key part of Uncle Sam’s government funding program. 

 

When you reach age 72 or 73, he’ll even tell you how much you have to take out with RMDs or required minimum distributions. As you age the percentage of your account that you are required to take out increases each year.  If your goal is to exhaust your account, then you are not the only one with that goal…

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Your "Partner"

Remember when you first opened your 401(k), and everyone told you what a good decision you’d made? I’ll bet they didn’t tell you that Uncle Sam was going to be your account partner!  When you put money into the account, you got a tax break and didn’t pay tax. Since that time, the money you put in (the seed) has grown tax-deferred, hopefully, into a large amount. 

So, the net effect is that you will pay tax on the harvest, instead of the seed, when you take it out. And if Uncle Sam unilaterally decides to raise taxes, then you’ll just get a smaller piece of the pie!

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It is important to understand that your 401(k)s and IRAs not only are your retirement savings plans but also are a key part of Uncle Sam’s government funding program. 

 

When you reach age 73, he’ll even tell you how much you have to take out each year as RMDs or required minimum distributions. As you age the percentage of your account that you are required to take out increases each year. 

 

The reality is that Uncle Sam is looking to deplete your retirement account!

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$32 Trillion

The United States government is currently nearly $32 TRILLION in debt!

Our national debt has tripled in the last 15 years from $10 trillion to $32 trillion!

Just to get a little perspective on how much a trillion is, let’s compare it to seconds:

One trillion seconds is 31,710 years!

So, where do you think the government will get money to service and pay this huge debt?

The simple answer—Taxes!

And we currently have some of the lowest tax rates in history. (Top tax brackets have been as high as 70% as recently as the 1980s.)

And retirement accounts such as 401(k)s and IRAs are the low hanging fruit.

Do you believe that taxes will go up in the future?

How would a 20% tax increase affect your retirement?  Remember that if you keep your retirement money in IRAs, 401Ks, or similar plans then you will have no say in how much money you pay in taxes.  You’ll simply get less!

Who Should Do a Roth Conversion?

  1. Do you believe taxes will go up in the future?
  2. Do you want to pay taxes on the seed or the harvest?
  3. Do you want to be forced to take out RMDs and pay taxes every year?
  4. Do you want to leave a tax-free legacy to your heirs?
  5. Can you wait 5 years to withdraw tax-free money? (This is a government requirement.)

Attend our FREE Webinar right now and arm yourself with the necessary knowledge and tools to protect your retirement savings!

How To Keep Uncle Sam Out of Your Retirement Savings.

This short video explains the risks to your retirement from taxes, and how a solution like a Roth Conversion can help you to avoid more tax hits in your retirement years.

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Who are these strategies for?

  • Those with 401(k)s, 403(b)s, TSPs or IRAs

  • Those who have already accumulated retirement assets.

  • People in Retirement

  • Business Owners

  • Executives

  • Professionals

  • High Earners

  • Pre-Retirees

  • Those who have not started Retirement Planning, yet.

You probably have spent your whole life accumulating a nest egg. Most financial advisors have expertise in helping people grow a nest egg.  

However, as you approach retirement you need someone who understands the best way to maximize your after-tax income in retirement and what you pass on to your heirs.  This requires different knowledge than getting a return. Don’t let Uncle Sam derail your retirement.

There is more that you can do to ensure your retirement is protected from future taxes. Remember, taxes can be optional in retirement if you use the right strategy!

To book your free strategy session and get a comparison of your current retirement plan to our unique Roth Conversion Strategy, simply pick the time below that works best for you and your schedule:

Book a Complimentary
  Strategy Session

To book your free strategy session, simply pick the time below that works best for you and your schedule:

A Free Consultation to Protect Your Retirement:

Being anxious about whether or not you can meet your retirement goals is understandable. 

 

But there's so much more you could be doing to ensure your retirement is protected from future taxes and market crashes!

David Facer, a senior retirement advisor from Western Advisors is offering  a free consultation for anyone concerned about whether or not their investments and assets are protected from potential threats like taxes and market volatility.

To book your free strategy session, simply pick the time below that works best for you and your schedule:

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