Milford Financial is a Qualified Tax-Free Planning Firm
How will you protect your retirement from the impact of rising taxes?
If you’ve invested your retirement savings in tax-deferred accounts like 401(k)s and IRAs, you might be asking: what happens when tax rates rise? How much of your hard-earned money will remain yours? The uncertainty surrounding future tax rates can make retirement planning complex.
As a Power of Zero Advisor, Milford Financial focuses on helping you explore strategies that may lead to the 0% tax bracket. This approach can provide a way to navigate rising tax rates while preserving your wealth for the future.
Critical to your journey toward the 0% tax bracket is an understanding of the three basic types of investment accounts. For our purposes, we’re going to refer to these three accounts as buckets of money. The three buckets are taxable, tax-deferred, and tax-free.
The Power of Zero Book
Revised and Updated with a New Chapter About the 2018 Tax Cuts
In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture.
The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?
Explore a Tax-Efficient Future
Let’s work together to develop a strategy tailored to your financial goals. We’re here to help you make informed decisions that align with your aspirations. Reach out to learn more about how we can support you on your journey to a more tax-efficient retirement.
The Power of Zero Podcast
hosted by David McNight
Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready?
Learn how to avoid the coming tax freight train and maximize your retirement dollars.
