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ARE YOU READY FOR YOUR TAX BILL IN RETIREMENT?

Contributing to tax-deferred accounts like 401(k)s or IRAs may be an effective tax strategy during your working years, but what about once you’ve retired? This thorough guide outlines the concept of “Four Buckets” as a way to visualize the potential impact of taxes on retirement assets. Find out:

Where your current assets fall in the four tax buckets
Why tax-deferred products could cost you later
How to further diversify your assets — starting now

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Our Team

Discover how we help individuals and families achieve their ideal retirements.

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Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

Reinventing Retirement

Tips to maximize retirement income. Strategies to help protect your retirement. Christopher and Samuel Dixon tell you how to help keep your retirement assets on track.

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