Are you worried Uncle Sam will take the lion’s share of your hard-earned money in retirement?
You’ve devoted countless hours of tireless effort into your career so you can accumulate wealth, carve out more freedom, and build a legacy.
Instead of playing defense in your golden years, design an offense with a proactive tax planning strategy that can help maximize your retirement income.
Because taxes can change over time, and at retirement, it’s one of the worst risks retirees face—unless you arm yourself now.
Our guide 10 Ways to Reduce the Tax Bite on Your Retirement Income is filled with smart, actionable tips that can help lower your risk of running out of money in retirement.
In this guide, you’ll discover:
- Secret insights behind using tax-efficient accounts
- When you should worry about the IRMAA surcharge
- How to allocate your assets across accounts for optimal tax treatment
- Clever ways to bunch tax deductions so you can meet the itemizing thresholds
- 5 overlooked tips for handling your capital gains so your income doesn’t take a hit
- Leveraging income tax “valleys” and the Roth conversion to help minimize your tax impact
- And much, much more
We’re here to show you these money-saving opportunities and more to see how you can benefit.
At Opal, our primary focus is helping you safeguard the wealth you’ve devoted a lifetime building. We want to help you preserve those long-awaited savings so you don’t get blindsided when you’re ready to hang up your work boots.
Download our free guide now!
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