Tax-Free 401k

Make retirement EASIER by knowing your tipping point. Up to the tipping point, virtually all retirement income can be Tax-Free. Also, other important SS issues.

[Tax-Free 401k @TaxFree401k]

Is your 401(k) focused on the nest egg or the goose that lays the golden eggs? Accumulation or Income? Ongoing income is the REASON we save for retirement. Don't loose sight of that. #401k #taxfree #income

[Tax-Free 401k @TaxFree401k]

Most people have their 401k set up as an #accumulation and #growth vehicle. As they near #retirement, they need to think more about protected monthly #income.

[Tax-Free 401k @TaxFree401k]

How many accounts do you keep?
How many of those are Tax-Free?

[Tax-Free 401k @TaxFree401k]

With planning you can end up with a slew of tax-free retirement options: #Roth IRA/401k, Muni, Life Ins dist, 529, #HSA, Charitable Cha Cha

[Tax-Free 401k @TaxFree401k]

With the right balance, retirement income can be Tax-Free: $100k, $150k, $200k or more. Hint: it depends on the source of funds. #retirement

[Tax-Free 401k @TaxFree401k]

Average 401(k) balance $97,700 as of 6/30/17. 9.6% gain from $89,100 a yr ago; big leap from $73,300 5 yrs ago. Source: Bloomberg #401k

[Tax-Free 401k @TaxFree401k]

Middle Class has huge tax advantage in retirement. Some or all of their income can be tax-free. $100k, $150k, $200k.

[Tax-Free 401k @TaxFree401k]

With proper planning, you can withdraw 401(k) money and pay virtually no tax. No gimmick. That's the way the tax code works. #taxfree

[Tax-Free 401k @TaxFree401k]

Post retirement: lowest 2 tax brackets offer #TaxFree capital gains. Married: $75,200 + $23,200 (deductions & exemptions) --> $98,400

[Tax-Free 401k @TaxFree401k]

Social Security has a substantial tax advantage over other forms of income. Delay benefits to build a larger #SocialSecurity benefit.

[Tax-Free 401k @TaxFree401k]

New Age of Advice :: Do You and Your Client Speak the Same Language? https://t.co/j1SZLi5xO3 via @sharethis

[Tax-Free 401k @TaxFree401k]

I Read It on the Interwebs: Social Security Myths
https://t.co/yBjpXzDn7p via @sharethis #socialsecurity #myths #retirement

[Tax-Free 401k @TaxFree401k]

Gene Wilder's Typical Retirement a Rarity Among Celebs https://t.co/npVYnLHqLn via @wealth_mgmt

[Tax-Free 401k @TaxFree401k]

Money presents 3 tips for lower taxes in #retirement: https://t.co/VEwbhlUlKc take advntg of DIP to 15% bracket. Roth conv, ZERO Cap Gains.

[Tax-Free 401k @TaxFree401k]

"When Is Social Security Income Taxable?" https://t.co/dZxrxtvL1K by @KvnMcDaniel on @LinkedIn #socialsecurity #tax #retirementincome

[Tax-Free 401k @TaxFree401k]

Over 70% of family wealth is lost by the second-generation.
Over 90% by the 3rd generation. #wealth #estateplanning https://t.co/nfiFnoX13T

[Tax-Free 401k @TaxFree401k]

With #brexit, 70% of homeowners can #refi & save $100s/mo. Put that savings in a #roth-ira & you'd have whole #mortgage principal. In cash.

[Tax-Free 401k @TaxFree401k]

"Why the Brexit Should Not Rattle Investors " https://t.co/grf1FrloXz by @KvnMcDaniel on @LinkedIn

[Tax-Free 401k @TaxFree401k]

Market dips are a good time to shift from tax deferred to TAX FREE. #Brexit