MEDALLION FINANCIAL RESOURCES
TAX-FREE RETIREMENT STRATEGIES
A Tax-Free Retirement Account is a retirement savings account, with an elevated death benefit, that works similar to a Roth IRA. Taxes must be paid on contributions going into the account. Growth on these funds are tax deferred. Unlike a Roth IRA, a tax-free retirement account doesn't have IRS-regulated restrictions for contributions or withdrawals. It is important how much money you make in retirement. It is even more important how much of it you keep. Many times money problems for retirees is based on insufficient income not on the level of assets.
Maximize Tax-Free Investments
Consider investing in Roth IRAs or Roth 401(k)s, which allow for tax-free growth and withdrawals during retirement. This not only offers you more financial control but also the peace of mind in knowing you won't be hit with a large tax bill when you need your savings the most.
Consider Health Savings Accounts (HSAs)
An HSA not only helps you prepare for healthcare costs but also provides tax advantages. The funds grow tax-free, and withdrawals for qualified medical expenses are also tax-free. This strategy can relieve the stress of unexpected health costs and the tax implications associated with them.
Diversify Your Investments
Having a diverse portfolio can help minimize your tax liabilities and create more tax-free income during retirement. Diversification can provide you with a sense of financial security, knowing that you're not overly dependent on one source of income.
Consult with Us
Embarking on your well-deserved retirement should be a time of joy and fulfillment, not one of financial uncertainty. Imagine the peace of mind that comes from knowing a trusted expert has your back, guiding you through the financial landscape of your golden years.
Address
211 Nokomis Ave S, Venice, Florida 34285
Contact Number
1-941-486-0305Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.
Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.
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