This circle represents all your retirement assets. What % do you want to share with the IRS in retirement?
Most Americans are “set-up” to share 30-40%, and they don’t even know it!
Ready to move your needle? Let’s talk.
Remember, You Can Live Tax-Free in Retirement!
Judy Carlson, CPA
CEO & Founder
CORAM DEO FINANCIAL
“Simply Live Tax-Free”