Are You Missing Out on the Tax-Free Retirement Window?
You may be in a once-in-a-lifetime opportunity to reposition your wealth—before the IRS takes a bigger bite. But like most windows, this one won’t stay open forever.
A Closing Window Most Retirees Never See
If you're a successful professional, business owner, or independent woman nearing retirement, you’ve likely done a good job accumulating wealth. But the next question is just as critical:
Have you planned how to use it—without triggering avoidable taxes?
We’re in a unique moment. Today’s tax rates are historically low. But with:
- Required Minimum Distributions (RMDs) looming at age 73,
- Sunsetting tax laws set to expire in 2026, and
- Soaring national debt likely pressuring future tax increases...
The math is clear: This may be the most tax-efficient moment of your retirement lifetime.
3 Questions to Ask Before the Window Closes
1. Is there a way to move assets into a never-taxed pool of money?
Most people assume they’re stuck with future tax bills—but that’s not always the case. The key is timing.
2. Are you unintentionally triggering higher tax brackets in retirement?
When you take income matters. Without a coordinated plan, even smart decisions can have costly consequences.
3. Will your legacy plan leave a tax burden—or a blessing?
Tax laws have changed. If your plan hasn’t, your family could face an avoidable surprise.
