Thanks for listening to this episode of Retiring Right!

As you save for the future, there are many areas where you may want to focus your attention. Most of us know about the need to grow and protect our retirement funds. This is an important consideration in making sure you have enough money to fund your retirement & not run out of money! An area that you might not have thought much about is taxes & TAX RISK.

Taxes – just like the growth of your retirement funds – can be a critical component of ensuring you have enough retirement income to fund your needs.

• Why taxes may be the biggest retirement risk you haven’t planned for

• How to identify (and eliminate) your 3 biggest retirement risks

• Key indicators that your retirement approach may be outdated

• Why today’s market requires specialized planning to meet your retirement goals

• The difference between tax deferred and tax free saving and how to know which one is right for you.

Call or email to receive a complimentary copy of The New Rules of Retirement Saving, the leading book on creating a retirement aligned with today’s market and tax realities. 

You may contact Jeff Sedlitz, LUTCF | President of Family Tree Financial Group and host of Retiring Right! at: info@FamilyTreeFG.com or (904) 657-0896.