Emphasize the three important questions qualified plans owners should consider. |
In conclusion, if you choose to save money in a qualified plan, there are three important questions you need to ask before doing so: “What tax bracket will you be in at retirement?” Your future tax bracket should affect what decisions you make today. “What deductions will you have when you take the money?” It’s important that we answer this question. If we can put you in a position where you do have deductions when you’re taking the money – that could be significant. Finally, “What is your exit strategy?” How are you going to get the money out without paying all the taxes? If I can help you plan ahead to put yourself in a position to be able to get the money from your tax deferred account with deductions or without paying taxes, would you be interested in having that conversation? |
No math presented on this screen. |