Wealth advisor Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA® brings a new approach to moving to a tax-free retirement. Based on Bruce’s decades of experience in wealth management and tax planning, this definitive guide is a strategic plan for how you and your family can pay less taxes over your lifetime. Using sound and intentional tax strategies, start to build a tax-reduction plan that can help you move to tax-free retirement income.
Moving to Tax-Free™ is your financial ally where you’ll learn:
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- The available options to save on taxes when you retire and potentially live income tax–free from federal and state taxes—including your Social Security benefits!
- Proactive strategies to shield your savings from future tax hikes.
- The effective sources of tax-free income including the Roth IRA and the Roth 401(k), the life insurance retirement plan, the health savings account, the 529 plan to Roth IRA rollover, and the reverse mortgage line of credit.
- How to navigate “uncontrollable” financial potholes affecting your savings and the adjustments to make to stay in control of your affairs.
- Vital, must-ask questions for your tax professional and financial advisors to ensure forward-thinking financial planning.
Move effectively to a tax-free plan for your retirement. This isn’t just theory; it’s a practical road map filled with tactics built to help you work toward the retirement you’ve always dreamed of. Help secure your financial future with Moving to Tax-Free™.
Discover more about how Bruce can help you move to tax-free or contact Bruce for a speaking engagement at www.movingtotaxfree.com.
Have questions, then let’s continue the conversation, call our offices at 928-778-7666 or 480-994-7342.
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