Unlike a rollover, which just moves money from a 401(k) to an IRA and defers taxes, a strategic rollout gets taxes over with sooner and shifts your money into a tax-free vehicle for the rest of your life.
One couple came to us with $2.6 million in IRAs and 401(k)s, expecting $200,000 in annual income—but they didn’t realize they’d owe $54,000+ in taxes every year. After a strategic rollout, they kept their $200,000+ income but only paid $21,000 in taxes—saving thousands every year.
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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