If you only pack your bags to reach the top of Mt. Everest, what’s going to happen to you on the way down?

The IRS, financial planners, Wall Street, financial institutions…they are all helping you ascendΒ the mountain during your accumulation years…and making a lot of money in the process!

What if you get to the top and realize your bags aren’t packed for the decent…the distribution years?

For example, if “maxing out your 401(k)” is packed in your bags, once at the top, your tax burden alone may cause a miserable and painful descent.

It’s not too late…let’s repack those bags now so you can have peace of mind and enjoy retirement!

Remember, You Can Live Tax-Free in Retirement!

Judy Carlson, CPA
CEO & Founder

“Simply Live Tax-Free”

M: 720-445-1308