Death and Taxes – The Tax Trap For Successful Retirees

Tax Trap. If you are/were successful in your career and saved enough to retire, congratulations!  The Internal Revenue Service (IRS) would also like to thank you.   If you knew the tax trap existed, you might not have known its full extent. 

Maximizing Your Retirement Savings with HSAs: Unveiling the Ultimate Strategies

Today, we’ll show you some of the best strategies for utilizing Health Savings Accounts to secure your financial future. This is one of the most underrated and underappreciated tools that has the biggest benefits.

5 Reasons to Consider a Roth IRA

By now, most of us have heard about Roth IRAs and hopefully know a few pertinent details, but here’s a refresher for those of you who need it. Whereas traditional IRAs are tax deferred, with a Roth you pay all taxes up front (your contributions are made with after-tax dollars) but you get tax-free withdrawals in retirement (after the age of 59½).

High Income Tax Strategies with Low-Cost Variable Annuities

“Optimizing High Income Tax Strategies: Leveraging Low-Cost Variable Annuities” There are other options that cost significantly less, have better investment options, more investment options, no surrender penalties, and no trade costs.