Two of the Greatest Retirement Myths of All Time

July 2, 2024

Wealth Myth #1 “The Tax Code is NOT Your Friend” Myth

Most people who come to me are afraid of the Tax Code. Understandably so. It’s complex, for sure. In 1955, the tax code had around 400,000 words. Today, the tax code and IRS regulations total more than 4 million words!! It’s full of landmines that can trip up taxpayers who are uninformed with advisors untrained in tax reduction.

The TRUTH is the code is a ROADMAP to TAX REDUCTION and TAX ELIMINATION. It’s full of goldmines for those with advisors trained specifically to take advantage of every tax-saving opportunity. The tax code is also the RECIPE to TAX ELIMINATION and REDUCTION. It tells you EXACTLY what needs to be done to legally, morally, and ethically reduce and eliminate taxes. And receive the benefits that are rightfully yours!!

YOU want to:

Eliminate taxes, where possible;
Reduce taxes, where possible;
Create Assets that will never be taxed.

It’s NOT patriotic to pay more in taxes.

Are you taking FULL advantage of every tax savings option available to you??

Wealth Myth #2  “The 80% Reduced” Retirement Myth

How much will you need in retirement? You’ve probably read, heard and been told that you can retire on 80% of your final pay.

You can retire on 80% of your pay….IF

IF….

…You want to dial down your lifestyle and stop doing 20% of the things you do now…

…You want to live a no-frills, tighten the belt retirement…

…You never want to do those things you promised yourself ( and others ) you would do WHEN you retire!

The things you promised yourself while you were slaving and saving!
Is that what you always dreamed of? Do you see yourself dialing your lifestyle down by 20%?

You deserve to Retire at 120%.

Ask me how….happy to show you, and take you through the process of retiring at 120%!!