Retirement
Our Zero Tax Retirement Strategy yields greatly enhanced net retirement benefits whether you are close to retirement or years away from it.
- Example 1; Margaret, 65 with $500,000 retirement assets will pay $207,000 less in tax in retirement and have $1,626,000 more in net retirement cash flow.
- Example 2; James, 45 with $300,000 of retirement assets will pay $204,000 less is taxes in retirement and have $2,005,000 more in net retirement cash flow.
We at Out of the Box Financial take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:
- What do you visualize yourself doing on your journey through your golden years?
- How are you going to position your life savings to provide funding for your vision?
- How can we position those assets in a way that provides you confidence and peace of mind?
- What are you going to do when and if the unexpected happens?
- What will happen to your assets when it’s time for you to pass on?
Schedule Your Appointment with
Daniel Altwegg
Today!
Phone (612) 327-9249
Disclaimer
Out of the Box Financial (OTB) is a financial services firm helping clients prepare for retirement and business succession through the use of insurance and annuities. OTB does not offer investment products or advice, and is not affiliated with the Social Security Administration or any other governmental agency. Insurance and annuity returns are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risks, including possible loss of principal. OTB is not a registered broker/dealer. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. By contacting our company, you may be offered information regarding insurance and fixed index annuity products.