Retiring Right!

A continuation of a prior episode to piggyback on the conversation we had about these commonplace retirement accounts and how, looking through a tax-focused lens, they impact your overall retirement income. You can give away tens of thousands or even hundreds of thousands of dollars to your "Silent Partner" - The Government!

We can give you sound tax-strategies to reduce or eliminate your taxes in retirement so that you get to keep most or all of your money when you need it most!

You can live the retirement of your dreams! It just takes the right plan and sticking to that plan!

As always, I'd advise you to reach out to myself or another trained professional to "take you by the hand" and show you how to get there.

Not only can you retire (even if you're behind), but you can even Retire Right!!!

Jeff Sedlitz, LUTCF | President

Family Tree Financial Group

[email protected]

(904) 657-0896

In today's message - Choices (Part 1) I wanted to introduce the reality that with retirement planning there are so many choices to make! You have to make important choices regarding where to live, whether or not to "down-size", how much to save, where to save it, at what age to retire, at what age to begin Social Security, how to take money out of your traditional retirement accounts, choices regarding your health and well-being, how to have balance enough to enjoy the retirement life that you've always dreamt of!

You can live the retirement of your dreams! That's another choice!

Then, I'd advise you to reach out to myself or another trained professional to "take you by the hand" and show you how to get there.

Not only can you retire (even if you're behind), but you can even Retire Right!!!

Jeff Sedlitz, LUTCF | President

Family Tree Financial Group

[email protected]

(904) 657-0896

In short, today's message is - Don't let "fear" stop you from living the retirement life that you've always dreamt of!

You can live the retirement of your dreams! Make the decision to and then reach out to myself or another trained professional to "take you by the hand" and show you how to get there.

Not only can you retire (even if you're behind), but you can even Retire Right!!!

Jeff Sedlitz, LUTCF | President

Family Tree Financial Group

[email protected]

For more information contact us at: [email protected] or call us : (904) 657=0896.

We're here to help!

Let's get you Retiring Right!

Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support!

Saving for Retirement? Want to?

Is an IRA right for you? If so, what type? Traditional IRA vs Roth IRA. What you don't know can hurt you.

Here is some useful information on the features and benefits of both Traditional and Roth IRAs. We also mention a potential Tax-Free Retirement alternative.

For more information contact us at: [email protected] or call us : (904) 657=0896.

We're here to help!

Let's get you Retiring Right!

Please click the link below to show your support and if you would like to continue to receive this type of content. Thank you for your support!

https://podcasters.spotify.com/pod/show/jeff-sedlitz/support