Maximize your retirement income. 15 Minutes to potentially save thousands on retirement income taxes and spend more on the things you love.

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Retire with confidence. Learn how this powerful strategy can make your retirement savings last.

Few people realize the profound impact taxes have on your retirement plan. If not carefully planned, unexpected income taxes could eat away your savings. This class will show you why performing a Roth conversion between now and 2025 could be one of the smartest retirement moves you'll make

In this on-demand video class, you will learn how to:

  • Leave generational wealth to your children - tax-free
  • Secure tax-free income in retirement
  • Utilize today’s low tax brackets to save thousands of tax dollars in retirement
  • Fund a Roth IRA - even if you didn’t think you could have one
  • Understand the difference between a Traditional IRA and Roth IRA, and why that’s important
You’ve worked hard to save your money. Make sure unexpected income taxes don’t drain your savings.

According to the Financial Industry Regulatory Authority, “income taxes can be your single largest expense in retirement.” That’s because when you turn 70 ½, you’ll be required by the IRS to take distributions from your IRAs and 401k. These distributions could kick you into a higher tax bracket, costing you thousands, if not hundreds of thousands, in unexpected taxes.

In this class, Great Waters Financial Lead Advisor, Nick Foulks takes you through what you need to know about Roth IRAs and Roth conversions with action steps you can take today to avoid unnecessary taxes in retirement.



 
We believe everyone should have access to such important information. That’s why we’ve offered this class at no cost. Sign up now to watch.
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About Great Waters Financial

We are a group of financial professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams.

Founded in 2012, our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security to help you build the future you want in retirement.

© 2019 Great Waters Financial
Investment advisory services offered through AdvisorNet Wealth Management (AWM). Great Waters Financial and AWM are not affiliated. Insurance products provided by Great Waters Financial, a Minnesota insurance agency.