🚨 ATTENTION: NEAR RETIREES 🚨

The Tax Time Bomb Hiding in Your Retirement Account

Is Uncle Sam planning to take half your retirement in taxes?

Special message for Americans 50-64 with $250K+ Saved

Picture this: After decades of disciplined saving, you're ready to enjoy your retirement. Your accounts look healthy. The future seems secure.


Then it hits you.

The IRS is about to take a massive bite out of everything you've worked so hard to save. And worse - you're LEGALLY REQUIRED to give it to them, whether you need the money or not.

Here's the shocking truth about your retirement accounts:

  • The government FORCES you to withdraw money starting at 73

  • These withdrawals can push you into a HIGHER tax bracket

  • Your Social Security benefits become MORE taxable

  • Your Medicare premiums could SKYROCKET

  • Your spouse or beneficiaries could inherit a DEVASTATING tax burden

And if you think tax rates are high now... just wait.

With $35 TRILLION in national debt (and growing), future tax rates have nowhere to go but UP.

how big is your retirement tax bill?

Still not sure? WATCH This video to learn more!

Still not sure?
WATCH This video to learn more!

Get Your FREE Analysis Today & Learn:

  • Your potential tax liability in retirement

  • Strategies to reduce or eliminate retirement taxes

  • How much you could save with proper planning

  • Steps to protect your retirement from future tax increases

Why You Can't
Afford to Wait

💣

The national debt is out of control

With the National Debt at $35 trillion and growing a trillion dollars EVERY 100 DAYS, tax rates are likely to increase.

🕰️

Compounding is important

Strategic planning takes TIME - the earlier you start, the more you can save. Each year of delay costs thousands in missed opportunities.

🚨

There is a point of no return in retirement

Once you start taking withdrawals, many of these strategies are OFF THE TABLE. Don't saddle your spouse or beneficiary with a huge tax bill!

Ready to get started?

SMART Tax Free Retirement

234 Philadelphia Pike Ste 8
Wilmingtom, DE 19809
Phone: (302) 743-1307

SMART Tax Free Retirement and its affiliated partners offer life insurance sales services. Services are offered through SMART Tax Free Retirement and its licensed insurance agents. SMART Tax Free Retirement and other affiliated parties do not intend to provide investment advice through this site or the use of the tools on the site and does not represent that the products or services discussed are suitable for every investor.

Notes & Disclosure:

1 Current taxes based on maintaining your existing Qualified Account. Qualified accounts are funded using pre-tax dollars, and taxes are generally owed on principal and interest when the funds are distributed.

2 Adjustment modeled is based on Roth conversion of funds. Roth accounts are funded with post-tax dollars and withdrawals of principal and interest are generally distributed tax-free. This is not a complete discussion of the benefits, limitations and requirements of Roth accounts or tax-free savings vehicles.


This analysis is designed to provide general information only. Pursuant to IRS Circular 230 and any license limitations of the licensed professional presenting this material, this analysis is not intended to provide tax or legal advice. Be sure to speak with a qualified professional in these areas before making any decisions about your personal situation.

This analysis does not consider every product or feature of tax-deferred or Roth accounts and is for illustrative purposes only. It should not be deemed a representation of past or future results, and is no guarantee of return or future performance. Your tax bracket may be lower or higher in retirement, unlike this hypothetical example. Every effort has been made to ensure the accuracy of these numbers. RMD calculation data gathered from SMART Tax Free Retirement RMD calculation software based on IRS guidelines and tables, and is hypothetical only. Your actual RMDs are determined by a variety of factors.


SMART Tax Free Retirement does not provide Securities or Investment advice and any such advice required should be obtained from a qualified professional. SMART Tax Free Retirement does not engage as a RIA or an IAR and does not offer stocks, bonds, mutual funds, stock advise, etc. as we are NOT securities licensed.


By submitting your contact information, you consent to be contacted by a Financial Professional regarding retirement income strategies.

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