
(When these 100% legal strategies are used correctly to be compliant with the current IRS tax-code)
(Because with certain strategies there are no contribution limits)
(With certain strategies the IRS doesn’t even want to know about it)
And the advantages of strategies like this are virtually unlimited...
These strategies are COMMONLY used by the super-rich… but you don’t need to be super-wealthy to use them… but you will need to have sufficient earned income, savings in retirement plans (IRA, 401(k) etc.), or qualifying capital gains to realize the most benefits.
Caution: Most of these little-known strategies can only be deployed if you meet the specific qualifications for each unique approach.
Even if you think you love your 401(k), discover how adding one or more of these strategies can be the secret weapon that helps you to slash your taxes in retirement, allowing you to pocket 10%, 20%, 30% (or more) in additional spendable retirement income.
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The information presented here is not specific to any individual’s personal circumstances. It is intended to solely illustrate the application of financial strategies and products to meet client goals. Meeting identified financial needs or implementing suggested strategies may involve the purchase of a financial product. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.