EP Wealth Advisors’ Post

Waiting to maneuver your retirement funds could mean higher taxes down the line 🚀 Stream this episode of The Retirement Engineer with Jim Kruzan, CFP®, CRPC®, and Dylan Stewart, CFP®, CPA, and explore the importance of spreading taxable income before hitting those high marginal rates in the future. It’s more than just numbers; it’s about crafting a retirement you can truly enjoy: https://bit.ly/3Wy3IF1 #TheRetirementEngineer #BiggerBolderRetirement #RetirementPlanning #TaxOptimization #WealthManagement

High fees can eat away a big chunk of your retirement savings.📊 Find out how hidden fees in 401(k) plans can hurt your nest egg and ways you can save for retirement, even with a mediocre plan: https://bit.ly/3JOskSx #hiddenfees #retirementplanning

Congratulations Joseph & Marilyn Gleeson! By using the Crown Haven Wealth Advisors RetireSHIELD™ financial plan, you are now PROTECTED in Retirement! Learn how Crown Haven can help you reach your retirement goals: 👉 https://bit.ly/40DlW7A 👈 #retirement #retirementplanning

A robust retirement strategy is more than just a 401(k) or a ROTH IRA. Having diversified investments as part of your retirement plan can yield optimized returns. As part of your customized retirement plan, MAHAN helps you pick the best investments to optimize your contributions and maximize your tax deduction. From marketable securities to insurance assets, we know the right plans and accounts to invest in to build wealth and protect your assets from financial risks. Call MAHAN at 📱 615.883.7800 for a consultation today. 🌐 #MAHAN #HealthcareAdvisors #PracticeConsulting #FinancialStrategy #TaxStrategy #TaxTreatmentPlan #Retirement

Start securing your future today! Don't wait to plan for retirement – the earlier, the better! Early retirement planning equals more freedom down the road. Let Greenwood Credit Union Wealth Advisors guide you through the process. Kickstart your journey towards financial security! Learn more: https://lnkd.in/eQzDDrbe #RetirementPlanning #FinancialFreedom #GreenwoodCreditUnion #WealthManagement #Retirement

Did you know high fees can eat away a big chunk of your retirement savings? Find out how hidden fees in 401(k) plans can hurt your nest egg and ways you can save for retirement, even with a mediocre plan: https://bit.ly/3JOskSx #hiddenfees #retirementplanning

When saving for retirement, it’s crucial to have a withdrawal strategy that will help you reap the tax benefits of qualified retirement accounts.   Wealth Manager Dina Leader was recently featured in U.S. News & World Report sharing her thoughts on how retirees can reduce tax obligations on withdrawals by holding tax-preferred investments outside of qualified retirement accounts. #FinancialPlanning #Retirement #TaxStrategy

What is the secret sauce for making your retirement funds last the distance? What your lifestyle in retirement looks like will most likely reflect your finances. As you prepare for the retirement you desire, understanding the tax implications and exploring opportunities play a crucial role in maximising your retirement savings. Here's what you need to know about tax planning 👉 https://buff.ly/3JhXn8E #JBSfinancial #financialadvice #financialplanning #taxplanning #retirement

Even if retirement is decades away, it could pay to start saving early. We explore the cost of waiting to start your retirement plan. https://bit.ly/3WF3Uk5 #WesternSouthernFamily #RetirementPlanning