April 2024

No More Tax Deferral - A Complete Solution

No More Tax Deferral: A Complete Solution

If you’re not already retired, would knowing you’d be in a higher tax bracket in retirement change how you’re currently saving and investing? Today, we’re going to review why so many successful retirees find themselves in higher tax brackets in retirement, even if the tax rates stay the same. Keep reading to learn why tax deferral isn’t always the best strategy headed into retirement! 

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Increase Your Investment Profits with Tax Savings

Increase Your Investment Profits with Tax Savings

If you’re still working, you are likely focused on your savings and investments strategy, so you can grow your wealth. In these situations, the focus normally is on your returns, year over year. However, this doesn’t take into account the easiest way to boost your investment returns: keeping more of your money via taxes.

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Avoid IRS Control - Master Your IRA Strategy

Avoid IRS Control: Master Your IRA Strategy

For most Americans, the day you retire is the first day you have more control over your taxes than any other moment in your past. However, to take advantage of this, you have to know the strategies on how to position your wealth correctly. At REAP Financial, we want you to be set up correctly, so the IRS doesn’t dictate your IRA strategy!

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