As the saying goes, there are only two certainties in life; death and taxes. The act of paying taxes is often a painful and miserable experience for most, but there may be ways in which you can lessen the taxes that you owe on investments.
Lowering your tax rate may have a small effect in the short term, but when looking at the big picture you may be able to significantly increase the amount you have available for retirement.
With nearly 40% of people stating they are not confident that they and their spouse will have enough money to live comfortably throughout their retirement, this is a savings that you cannot afford to miss.
All of these different rules and regulations regarding the taxation of investments can quickly become overwhelming. Thankfully, the financial experts at CKS Summit Group are here to help!
At CKS, our financial advisors follow the tried and true practice of the Strategic Movement Around Retirement Taxation, or SMART. This program is designed to lower your tax rate as much as possible in order to retain the income you earned in the marketplace.
The SMART Retirement program from CKS is a three pronged strategy that utilizes the following:
- Tax Arbitrage – increases your retirement income without risk.
- IRS Reductions – cut down on the amount you pay to the IRS during retirement.
- Rate of Return as a Half Truth – Wall Street may be misleading you about the amount of tax you actually owe on your investments.
Schedule Your Strategy Session Today!
To speak with a CKS retirement income planning professional about getting SMART with your own retirement, please give us a call anytime at 586-286-5820. You can also request a complimentary consultation online by clicking here.
Thank you, and we look forward to achieving the lowest legal taxation rate on your investments soon!