Are you optimizing for the wrong tax planning goal? As we show in this video, planning for a taxfree retirement can cost you far more than most realize. You can schedule an appointment with one of our Retirement Experts to review your situation and help you plan for your future. Call us at (920) 5440576 or go to https://www.safeguardinvest.com/contact.'>https://www.safeguardinvest.com/contact.

Timestamps:
0:00 Why You Shouldn't Want a TaxFree Retirement
0:17 What it Takes To Have a TaxFree Retirement
2:03 What Should Your Tax Planning Goal Be?
3:33 Important Variable in the U.S. Tax System
6:05 Managing Taxes Each Year While Working
7:57 Case Study: A TaxFree Retirement Costs Nearly $700,000


Always remember, "You Don't Need More Money; You Need a Better Plan"

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Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on YouTube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...