You can spend hours scouring the internet looking for strategies for your personal situation. But odds are you have and...
You fell down the 'rabbit hole' and accomplished very little!
You may have tried the free dinner seminars and even met with a few advisors. But, that's time consuming and you aren't quite sure if the plan they are presenting is better for you...OR THEM!
And if you already have a financial advisor, can they also advise you in regards to the tax ramifications or how to get to the lowest tax bracket possible?
If you have an accountant or CPA that you work with, they are almost always the best source for your tax needs. But are they experts in creating a financial plan?
And usually when you sit down with your tax person, the year is over!
And how often do they contact you throughout the year to provide tax savings strategies?
Now is the time to get the tax answers that you can create yourself anytime with the 2020/2021 retirement tax calculator!
Plus the incredible bonuses makes this a no brainer!