You’re Paid 5th. You Good❓

by | Jan 29, 2019 | Discovery, Tax-Free

You’re paid 5th on distributions from your tax-deferred plans (401(k), IRA, 403(b), SIMPLE, Solo, SEP, etc.).

5th you say?

  1. Federal taxes – ordinary income rates at the time of withdrawal
  2. State taxes
  3. Taxes on Social Security benefits – did you know this?
  4. Increased Medicare premiums
  5. YOU – YAY – You’re 5th in line!

Wait! It’s your money for your retirement.

But wait! The IRS comes first.

Do you want to get paid 1st or 5th❓ Let’s do this!

Remember, You Can Live Tax-Free in Retirement!

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