How to save for retire­ment.

Do you have a tax-free retire­ment?

How-to-save-for-retirementHow to save for retire­ment. Would you like to know about tried and test­ed, yet less famil­iar ways for indi­vid­u­als to save for retire­ment. And if so, would you like to learn how to save for a tax-free retire­ment. Please keep read­ing.

The finan­cial mar­kets saw ups and downs over the last cou­ple of years free project plan­ning soft­ware. Thanks to our pro­grams, none of our clients lost any mon­ey. That is a bless­ing. Not many advi­so­ry agents can say that. I was asked last week by a nation­al trade mag­a­zine, to com­ment on the best part of my work. I told them, it was the fam­i­lies we help. Actu­al­ly, it is the kids and grand­kids whom I sel­dom meet, who are the true ben­e­fi­cia­ries. They are the peo­ple behind the work we do. They are the peo­ple we pro­tect and grow assets for with our nation­al team.

That leads me to YOU tak­ing time with your loved ones. I was remind­ed of this in Min­neapo­lis, a few weeks back, when I spoke to a group of busi­ness own­ers on sched­ul­ing a date with one’s spouse and anoth­er one’s fam­i­ly. At the end of the day, work will always be there, as it is for many of the busi­ness own­ers we work with. Take time to be with your loved ones and we will pro­tect and grow what you have been work­ing hard for. Don’t for­get. If you don’t have a true tax-free retire­ment plan, the gov­ern­ment thanks you very much; they are ready to spend it for YOU!

You have options. Do you have a Roth? Did you know you can con­vert your IRA into a Roth? Yes, you can! Why would you? Well, are tax­es going up? YES. So pulling mon­ey out of a tax- free would be help­ful, wouldn’t you think? Ask how we can help you pay less tax­es!