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We frequently speak with retirees who express a surprising fear: they are afraid to touch their own savings. Why? Because nearly every time they attempt to access their hard-earned money, it seems to set off an unexpected tax chain reaction they hadn't anticipated.
After decades spent diligently deferring taxes and building their nest egg, when it finally comes time for those funds to support their lifestyle, they find themselves reluctant to use the money. This can lead to a feeling of being trapped by their own accounts, unable to confidently enjoy the wealth they've accumulated.
This is precisely where proactive income planning makes all the difference. Instead of allowing unforeseen taxes to dictate your retirement lifestyle and cause anxiety, we focus on building a tax-efficient income strategy. This empowers you to confidently use your money without fear, knowing that every withdrawal is optimized and aligned with your overall financial goals.
This is your retirement. It should be a time for purpose, enjoyment, and peace of mind, not a period of constantly second-guessing every financial decision or feeling constrained by your own savings.
At Asset Preservation Wealth & Tax, we believe you should spend your retirement on your terms.
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Ready to use your savings with confidence?
Click the button below to claim your free personalized income analysis. Let’s help you use your savings with confidence — and on your terms.
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