Do you know what tax rates will be next year? In 5 years, or when you retire?

YOU DON’T NEED A CRYSTAL BALL TO KNOW TAX RATES WILL CHANGE OVER YOUR LIFETIME.

Over the past decade or so, the U.S. has been in the midst of a historically low tax environment. But given our massive national debt, coupled with “unfunded liabilities” like Social Security and Medicare, the government will need a way to pay the tab. And money will likely come by way of higher taxes.

Do you know what tax rates will be next year? In 5 years, or when you retire?

YOU DON’T NEED A CRYSTAL BALL TO KNOW TAX RATES WILL

Over the past decade or so, the U.S. has been in the midst of a historically low tax environment. But given our massive national debt, coupled with “unfunded liabilities” like Social Security and Medicare, the government will need a way to pay the tab. And money will likely come by way of higher taxes.

The truth is, whether you realize it or not, in any tax environment, you have a partner who will receive a portion of your retirement income and investment gains. And this partner is Uncle Sam.

In fact, the better your investments have performed over the years, and the more income you generate, the more Uncle Sam likes it, because he could very well be reaping much of the reward.

The truth is, whether you realize it or not, in any tax environment, you have a partner who will receive a portion of your retirement income and investment gains. And this partner is Uncle Sam.

In fact, the better your investments have performed over the years, and the more income you generate, the more Uncle Sam likes it, because he could very well be reaping much of the reward.

THIS IS WHY IT IS ESSENTIAL YOU HAVE WELL THOUGHT OUT TAX STRATEGIES IN PLACE SO YOU CAN KEEP MORE – SOMETIMES MUCH MORE – OF YOUR HARD-EARNED ASSETS IN YOUR POCKET.

How much of a difference would retain an additional 20%, 30%, 40% or more make towards your retirement lifestyle?

At Bedrock Investment Advisors, we are well-versed in tax-reduction strategies, and we always enjoy working with a client’s CPA to help you maximize your net, after-tax returns.

Give us a call to find out more about the tax reduction strategies we can incorporate for you.

CONTACT US

THIS IS WHY IT IS ESSENTIAL YOU HAVE WELL THOUGHT OUT TAX STRATEGIES IN PLACE SO YOU CAN KEEP MORE – SOMETIMES MUCH MORE – OF YOUR HARD-EARNED ASSETS IN YOUR POCKET.

How much of a difference would retain an additional 20%, 30%, 40% or more make towards your retirement lifestyle?

At Bedrock Investment Advisors, we are well-versed in tax-reduction strategies, and we always enjoy working with a client’s CPA to help you maximize your net, after-tax returns.

Give us a call to find out more about the tax reduction strategies we can incorporate for you.

CONTACT US