Do not let your clients be trapped by this coming tax problem.

Claim your free e-book and review strategies to rescue your clients' retirement from the missteps leading to "the tax trap."

Clients with an IRA, 401(k), 403(b), SEP, or 457 need to be made aware of this potential danger!

Dramatically higher taxes are likely in their future retirement.
Hyperinflation could make retirement more expensive than anticipated.
An unexpected expense could force clients into a higher tax bracket.
Is there a tax-efficient strategy in place for after-tax income in retirement?

Download this client-focused report today!

Get the answers here! Click below to download your free copy.

topics Covered

Changing Retirement

Past generations were able to rely on employer pensions to provide income in retirement. Today, that's far from the norm.

Changing Demographics

Fewer than three workers support, one Social Security Recipient. That number used to be 42:1. Increased life expectancy is straining government resources.

Rising Costs

National debt is increasing rapidly, who is going to pay for it? What might be a sacrifice you'll have to face?

What can you do?

Explore tax-efficient strategies that can help keep more hard earned money.

With pensions largely a thing of the past and Social Security struggling, properly managing your 401(k), IRA, 403(b), SEP, or 457 for retirement has never been more important. Retirees and pre-retirees need to be certain that their retirement plan has been designed to maximize income flow, minimize their tax bill. Do your clients have retirement plans that include diverse and alternative tax structures to provide maximum flexibility and control over their retirement income?

The 401(k) Trap will explore strategies that utilize available tax structures to help maximize income flows to the bottom line. Discover the ideal savings vehicle for workers who expect to be in a similar or higher tax bracket in retirement.

Download your free copy of The 401(k) Trap

Looking for more?

Listen to Make the Dough Rise, a financial podcast featuring Brian Doe, CFP®. Join Brian for a special edition episode with co-author Kerrie Debbs, CFP®, as they discuss the potential damage of the “trap” and what it means for retirees and pre-retirees.

Episode available for download starting March 2, 2021.

Meet the Authors

No two days are the same for Wealth Advisor Brian Doe, and that’s the way he likes it. Between advising clients, calling on his resourcefulness, and following daily movements in the market, the financial world keeps him on his toes. After working in the industry for 20 years, he still finds it fascinating and enjoys helping people reap the rewards of an entire lifetime of hard work.

Kerrie Debbs is no stranger to the financial world. For over 20 years she worked with clients to determine their lifetime needs, goals, hopes and dreams. With special focus on cash flows (i.e. personal income and spending), Kerrie and her clients work together to implement solutions to enable clients to make smarter decisions with their money.

Get Your Copy

Instantly download your free copy of The 401(k) Trap. Simply fill in the form and click “Submit.”

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