July 19, 2022

Tax-Free-Retiree-Guide

Tax Free Retiree Guide

Thank you for making a commitment to knowing more, getting more, keeping more and having more in your retirement.  You’re one step ahead of many other people. Knowledge truly is power.

Other Things You Can Do to Get Tax Smart

Step 1: Watch the TSR Tax Webinar

Access the webinar by clicking here 

(Note: the webinar is 55 minutes in duration)

Step 2.

Schedule a Complimentary Chat and Tax Assessment with Us

 

And don’t forget, when you complete your Tax Assessment and chat, you will also get the complimentary 2022Tax Return What-If? Audit.

Our calendar gets filled up fast. Schedule a convenient time to ask all your questions. Use this link to book your session:

Contact – Tax Smart Retiree

Step 3.

Read Our Other Guides & Take Our Tax Quiz

Here are the supplemental materials we spoke about in the webinar.

Click on each link to download the materials.

Roth Conversions Brochure

Secure Act Guide

Take Our Tax Quiz

Step 4.

Not quite ready for a chat or meeting? We get it. No worries

Feel free to interact with all of the resources below and on our website.

Other Next Steps…

Get Connected with Valuable Retirement Solutions

We’ve scoured the industry looking for the services you need (and some you didn’t know you need) as you prepare for and enter retirement. All of the providers we connect you to combine the absolute highest quality at amazingly affordable fees, saving you thousands over traditional solutions. Simply choose the solutions you’re interested in below and we’ll get you connected.

    Yes, I would like to connect with these solutions providers (and see how much I can save on these services):*Required
    Retirement PlanningInvestments/Portfolio ManagementIncome DistributionSocial Security401k ManagementAnnuitiesTax PlanningTax PreparationReverse Mortgage
    Medicare/Healthcare ConsultingLong Term Care InsuranceLife InsuranceElder Care PlanningEstate Planning (wills/trusts)Advanced Care PlanningLife Plans/Document StorageCollege FundingFraud Protection