Tax Efficient Retirement

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share or rent your info.

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HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Early Withdrawals
Accessing retirement accounts too early can lead to significant penalties and unnecessary taxes.

Ignoring Roth Conversions
Failing to convert traditional IRAs to Roth IRAs can result in higher taxes during retirement withdrawals.

Social Security
Taking Social Security too soon can lock in lower lifetime benefits and affect tax brackets.

Overlooking RMDs
Missing Required Minimum Distributions (RMDs) can lead to massive tax penalties and forced large withdrawals.

Poor Tax Diversification
Not having a mix of taxable, tax-deferred, and tax-free accounts can lead to inefficient tax planning.

Neglecting State Taxes
Failing to account for state tax rates can significantly impact retirement income, depending on your state of residence.

Bad Withdrawal Sequence
Withdrawing from taxable accounts first can push you into higher tax brackets, diminishing overall savings.

Tax Loss Harvesting
Not using market downturns to offset gains through tax-loss harvesting can increase overall taxes.

Selling Too Quickly
Selling assets without considering capital gains taxes can reduce retirement savings by a significant amount.

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Tax Free Wealth Group LLC
425 N Peninsula Dr. Ste. 185
Daytona Beach, FL 32118

(386) 675-0001
(386) 871-7583 Mobile

www.tax-freewealth.com

dan@tax-freewealth.com

Tax Free Wealth Group LLC
425 N Peninsula Dr. Ste. 185
Daytona Beach, FL 32118

(386) 675-0001
(386) 871-7583 Mobile

www.tax-freewealth.com

dan@tax-freewealth.com

Tax-Free Wealth Group LLC, including its owners (such as Dan Morris), officers, directors, employees, subsidiaries, affiliates, licensors, service providers, content providers, and agents (collectively referred to as the “Publisher”), serves as a financial education resource. The content provided is in-tended solely for informational purposes and should not be interpreted as financial advice. All information in this publication is meant to educate and inform. It is separate from professional consultation. Unless otherwise explicitly stated, the views expressed are solely those of Dan Morris and Tax-Free Wealth Group LLC. While the data presented is believed to come from reliable sources, Tax-Free Wealth Group LLC and Dan Morris make no guarantees regarding the accuracy or completeness of information provided by third parties. Readers are encouraged to discuss all ideas and information presented in this publication with their trusted professionals, including but not limited to their Advisor, Financial Planner, Tax Consul-tant, Attorney, or Investment Advisor, before making any financial decisions or taking action.