Tax-Free Retirement Strategies

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There are several different strategies that can be deployed to achieve a tax-free income in retirement. No single strategy or combination of strategies will work for everyone since each situation is different. Some of these include using:

  • Roth IRA conversion
  • Municipal bonds
  • Cash-value life insurance
  • 0% long-term capital gains rates

Tax-free retirement is possible when employing the right investment vehicles and withdrawal strategies. Contact us today to find out which strategies may work best for you.

    Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Pursuant to IRS Circular 230, strategies discussed are not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement. Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Northland Financial LLC. Northland Financial LLC is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.