You’re paid 5th on distributions from your tax-deferred plans (401(k), IRA, 403(b), SIMPLE, Solo, SEP, etc.).

5th you say?

  1. Federal taxes – ordinary income rates at the time of withdrawal
  2. State taxes
  3. Taxes on Social Security benefits – did you know this?
  4. Increased Medicare premiums
  5. YOU – YAY – You’re 5th in line!

Wait! It’s your money for your retirement.

But wait! The IRS comes first.

Do you want to get paid 1st or 5th Let’s do this!

Remember, You Can Live Tax-Free in Retirement!
Judy

 

PastedGraphic-2.tiff

Judy Carlson, CPA
CEO & Founder

CORAM DEO FINANCIAL
“Simply Live Tax-Free”

M: 720-445-1308