The New Holistic Retirement | Capsur

86 • RUBY, WILDING & SWANSBURG coul d al so help the m address the saver’ s dilemma by del ivering growt h potential w hen t he index rose a nd a fl oor of prot ect ion when the index dropped. This is not a n exhaust ive list of tax- free strat egies you ca n incorporate into your retirement approach. T alk to a qualified financial professional abo ut which tax-free strategy may be right for you. No matter which one you pick, you’ll feel confident you are taki ng a long game approach to taxes in retirement. You’ll feel more at ease knowi ng you’ve evaluated and addressed your l ong-ter m tax risk. Becky mentioned th at onl y 10 percent of savers we meet are prepared for a long game approach to the market, income, and taxes . Our go al with this boo k is to dramatically grow that number. Welcome to the club!

Made with FlippingBook interactive PDF creator