A couple came to us with $2.6 million in their IRAs and 401(k)s, estimating a 6% payout or $160,000/year. Add in another $40,000 from Social Security and a pension, and they were excited about having $200,000 a year in income.
But I asked, “Did you realize all of that shows up on the front page of your 1040 tax return?”
They were on track to pay $54,000 or more every year in taxes.
Instead, we performed a strategic rollout over five years and got $120,000 of their income off their tax return — legally. Their new tax bill? Just $21,000.
If you’re serious about long-term, tax-free growth, claim a FREE copy of The LASER Fund at laserfund.com. I’ll cover the book—you just cover shipping!
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