If you could increase the return on your investment without taking on any more risk, would you? That´s what could happen when you invest in accounts that defer tax until the time of withdrawal. Without tax deferral, assets grow more slowly. For example, when you pay taxes at the rate of 20% on your annual gains, it reduces the amount of your money that could be earning valuable compounding interest. Learn how TradeWell can help you better plan for a successful retirement.
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TradeWell Tax & Financial Selling In a Down Market
Index annuities combine the benefits of a traditional fixed annuity, including guaranteed minimum interest, with the potential to earn additional interest linked to the return of a market index. In addition to the benefits of a fixed annuity, owners have the flexibility to build their plan to meet individual needs. Learn more about annuities at: https://tradewelltax.com/annuities-made-easy/
Most people will spend more time planning for retirement than in retirement itself. That’s why resourceful baby boomers are doing more research and turning to "financial coaches" for help with pre-retirement planning. It’s a question that all pre-retirees should be asking themselves: Have you done everything that you can to ensure a successful transition to life after work? Remember, as you get closer to retirement, time can shift from being on your side to working against you.
https://tradewelltax.com/the-power-of-pre-retirement-planning/
New Year, New To-Do's! Many people never get around to creating a will. A solid will drafted with the guidance of an estate planning attorney could prove to be some of the best money you ever spend. A valid will not only provides security, but could protect your heirs from the expense of probate. If you are in need of new or updated legal documents call our office today at 260-490-2084.
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Wishing You a Safe and Prosperous New Year!