Discover how to potentially save $100,000+ in taxes and maximize your retirement income.
In this video, we'll explore key strategies to minimize your tax burden and optimize your retirement income. Learn how to:
Avoid costly mistakes: Discover the #1 mistake retirees make that can significantly impact their wealth.
- *Control the controllable*: Understand the factors within your control that can significantly impact your retirement income and tax burden.
- *Leverage tax planning strategies*: Explore effective tax planning techniques, including Roth conversions and strategic withdrawals, to potentially save tens of thousands of dollars.
- *Maximize Social Security benefits*: Learn how to optimize your Social Security claiming strategy to increase your lifetime income.
- *Create a personalized retirement income plan*: Discover a 5-step framework to help you build a robust and tax-efficient retirement plan.
Don't let unnecessary taxes erode your retirement savings. Watch now and learn how to secure a more comfortable and financially secure retirement.
Schedule your free tax planning call with Jeremy Keil today: www.FreeTaxPlanCall.com
Chapters:
0:00 Save $100K on Your Retirement Tax Bill
1:05 Tax Savings Example
7:03 Saving Clients Over $100K
8:06 #1 Investing Mistake in Retirement
9:14 Control the Controllable
15:52 Tax Savings Strategies
23:34 Taxes Are Likely Going Up
31:06 Roth Conversion
33:24 Control Your Lifetime Tax Bill
38:52 Tax Rate Is Not Necessarily Tax Bracket
43:11 Tax Smart Visit
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Maximize Your Retirement Income!
Lower Your Lifetime Tax Bill
Avoid Mistake with Your Pension
Get the Most out of Social Security
Don’t miss out on the money you deserve in retirement – just because you got the timing wrong!
If you’re trying to find the answers to these questions:
- How do I get the most money out of my Social Security & Pension?
- How do I lower my lifetime tax bill?
- How do I turn my $500k+ retirement savings into retirement income?
Then schedule an intro call with the team at Keil Financial Partners:
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Jeremy Keil, aka “Mr. Retirement” and Keil Financial Partners offer retirement planning services focused on retirement income and tax planning, Social Security and pension claiming decisions, health & life insurance analysis and estate planning strategies.
For important disclosures, see www.keilfp.com/important-disclosures
How to Save $100,000 on your Retirement Tax Bill
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