The IRS ❤️❤️❤️ You!

by | Jan 8, 2019 | Discovery, Tax-Free

Taxes are owed on every dollar in your tax-deferred plans (401(k), IRA, 403(b), SIMPLE, Solo, SEP, etc.).

If you are in a 30% tax bracket, the IRS owns 30% of your plan balance.

As you make contributions and watch your money grow, the IRS watches their money grow.

The IRS has given you the privilege of paying all the fees and commissions on the entire account balance, even the 30% that belongs to them. No wonder the IRS ❤️❤️❤️ you so much! P.S. Financial planners love you too.

Every day I help people change their lives. Do you want to learn a different way?

Remember, You Can Live Tax-Free in Retirement!

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All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. 

Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.