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*Valid for personal tax preparation only. Business related income and rental real estate will add to the price of preparing the tax returns. Referrals must be Age 60 or over, a new client to Roadmap Financial Consulting, and must have taxes prepared by Roadmap Financial Consulting by April 15, 2022. Tax preparation refunds will be issued after tax season. Offer Expires 4/18/2023.
TAXES IN RETIREMENT MAY BE DIFFERENT THAN YOU THOUGHT
Do you think tax rates will be higher or lower in the future? If you said higher - Are you on track to reach your ideal traditional IRA and Roth IRA balances by age 72? Why is this important?
Well, if you’re like most Americans, you’ve saved the majority of your retirement assets in tax-deferred accounts like 401(k)s and IRAs. But what happens when tax rates go up? How much of your hard-earned money will you really get to keep? Unless you can accurately predict what tax rates will be when you take those dollars out, you have no idea how much of that money is really yours.
So what’s the solution? The 0% tax bracket. Why? Because even if tax rates double, two times Zero is still Zero!
IT'S NOT TOO LATE FOR TAX AWARE PLANNING!!
Let's get together and develop a strategy to maximize your retirement savings and minimize your future tax obligations.
Consult your tax advisor before making any decisions.
"We're here to prepare your tax returns and to help you strategically protect your retirement savings and Social Security Benefits from the coming scheduled tax increases."
- Glenn W. Mosseller Founder & President of Roadmap Financial Consulting
(336) 291-3535 109 Muirs Chapel Road | Lower Level | Greensboro, NC 27410
© 2023 Roadmap Financial Consulting, LLC |All Rights Reserved
Glenn W. Mosseller is president of Roadmap Financial Consulting, LLC. Glenn is also an Investment Advisor Representative with Horter Investment Management, LLC - Horter Investment Management, does not provide legal or tax advice.