Age 60 Or Over?
If So, You Qualify To Get Your Personal Taxes Prepared By Our CPA For Just $99*
If You And A Friend (Age 60 or Over) Both Have Your Personal Tax Returns Prepared By Our CPA - You Can Both Get Your Personal Tax Preparation For FREE*
See Video Below For Details!
TAXES IN RETIREMENT MAY BE DIFFERENT THAN YOU THOUGHT
Do you think tax rates will be higher or lower in the future? If you said higher - Are you on track to reach your ideal IRA balance by age 72? Why is this important?
Well, if you’re like most Americans, you’ve saved the majority of your retirement assets in tax-deferred accounts like 401(k)s and IRAs. But what happens when tax rates go up? How much of your hard-earned money will you really get to keep? Unless you can accurately predict what tax rates will be when you take those dollars out, you have no idea how much of that money is really yours.
So what’s the solution? The 0% tax bracket. Why? Because even if tax rates double, two times zero is still zero!
IT'S NOT TOO LATE FOR TAX PLANNING!!
Let's get together and develope a strategy to maximize your retirement savings and minimize your future tax obligations.
Consult your tax advisor before making any decisions.
"We're here to prepare your tax returns and to help you strategically protect your retirement savings and Social Security Benefits from the coming scheduled tax increases."
- Glenn W. Mosseller Founder & President of Roadmap Financial Consulting
Tax & IRA Planning
Your Retirement & Taxes
Watch Our 4 Minute Video To Learn More!
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*Valid for personal tax preparation only. Business related income and rental real estate will add to the price of preparing the tax returns. Referrals must be Age 60 or over, a new client to Roadmap Financial Consulting, and must have taxes prepared by Roadmap Financial Consulting by April 15, 2020. Tax preparation refunds will be issued after tax season in May 2020. Offer Expires 4/15/2020.