Avoid Double Taxation of Your Non-Qualified Accounts Created by Capital Gain Bump Zones скачать в хорошем качестве

Avoid Double Taxation of Your Non-Qualified Accounts Created by Capital Gain Bump Zones

Do you have a non-qualified account withdrawal strategy that maximizes your wealth? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. Taxable accounts (non-qualified accounts) can be one of the most tax-efficient buckets a retiree can use in order to maximize their wealth through retirement. A big reason why is because Long Term Capital Gains are a preferred tax rate. The problem with many retirement plans is they flush all of the value of a taxable account right down the drain due to mismanagement. How? 1. They allow taxable income to leak from this account each and every year. This destroys the added tax value of this account 2. They don't know what their actual tax brackets look like in a given year. This causes the average retiree to withdraw from this account and unknowingly face the Double Taxation of the Capital Gains Bump Zones In this training, we want to show retirees exactly what the Capital Gains Bump Zone is and how you can avoid it with strategic withdrawals. We'll cover topics like: ✅ Why your marginal rate will increase from 12% to 27.75% due to the first Capital Gain Bump Zones! ✅ How strategic withdrawals can provide double taxation relief ✅ Why these bump zones will apply to almost every retiree with a taxable account ✅ How tax loss harvesting and tax gain harvesting can provide your non-qualified accounts with much needed tax relief #retirementincomeplanning #retirementtaxplanning #capitalgainsbumpzone #taxableaccounts #taxgainharvesting #taxlossharvesting - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our 'Retirement Mastery' Facebook Group: https://bit.ly/retirement-mastery-group 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...