The Reference Guide
Clients Pay More Taxes in Retirement Than Necessary…
Help Them Keep Taxes Low Through Four Stages of Retirement…
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The tax timebombs lurking in their nest eggs…
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How unplanned IRA distributions can trigger eye-popping marginal tax rates…
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How Social Security benefits get quietly taxed…
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Why Medicare premium costs can suddenly shoot through the roof…
Give your clients "The Guide to Taxes and Your Retirement"
Dear Advisor,
The Guide to Taxes and Your Retirement needs to be part of any discussion you have with clients and prospects.
Clients, even some advisors, have no idea of the serious tax challenges retirees face.
It’s downright complicated and few people ever offer help.
Regardless of how you engage clients about taxes and retirement planning, this guide will help you make the critical connection between taxes and retirement.
A well-planned retirement tax strategy can add years to the life of a retirement portfolio.
Use this excellent resource in your office to give clients and prospects as you begin the conversation about retirement planning… Hand it out at presentations to reinforce the information shared…And share it with COIs who will see you as a trusted source of knowledge.
This 4-panel, 2-sided, 8.5" x 11" reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider:
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Why good retirement tax planning starts in the 50s
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Funding Roth IRAs and making Roth conversions now
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How to really use HSAs to pay for medical expenses in retirement
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What a "distribution optimization strategy" is and why you need one
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When should you really claim Social Security?
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How to fund health insurance in an early retirement
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Why tax planning is critical to early retirement
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Medicare’s unseen tax surcharges for retirees
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Why clients need to understand RMDs long before age 70
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How you can be tax-efficient about your charitable giving
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Estate planning tax issues that have nothing to do with exemptions
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Why you need to think about estate planning too
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What to consider when it comes to inheriting an IRA
6 Reasons to Give Out "The Guide to Taxes and Your Retirement"
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Because you're the expert. People want their advisor to be a source of important information and The Guide to Taxes and Retirement is just such an example.
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Because it cements your reputation as a financial educator. Study after study shows that people across all age groups are more likely to work with an advisor who also educates them. This guide provides valuable information while also stressing the need to work with an advisor.
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Because the guide demonstrates the complexity of taxes and retirement. Many baby boomers are do-it-yourselfers – until they realize that distribution is complicated. No one wants to pay thousands of dollars extra in taxes! And that reinforces your value.
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Because no one wants to pay higher taxes than necessary. Studies show that every dollar saved on taxes in retirement is a dollar added to the longevity of the portfolio. Clients want help achieving tax efficiency.
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Because it's a good "marketing touch." Pop a copy in the mail, along with a cover letter, to all your clients ready to start thinking about retirement. They'll be impressed by your forward-thinking.
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Because it's a perfect handout. Share with clients and prospects at meetings, workshops and other events.
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Because it demonstrates your commitment to keeping clients safe in retirement. And when people know you're committed to them and to your profession, that promotes loyalty and referrals.
Order Your Copies of “The Guide to Taxes and Your Retirement” Today
The Guide to Taxes and Your Retirement is a great, inexpensive handout for clients, prospects, and strategic allies.
When you share the Guide with your clients, you’ll remind them of your commitment, expertise, and professionalism. The Guide to Taxes and Your Retirement is the kind of resource that your clients and prospects will share with friends, family, and colleagues as well.
Order your copies of the handout today—that’s 50 copies of The Guide to Taxes and Your Retirement for just $197—a 34% savings off the full price.
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Printed Hard Copies
Quantities and Discounts
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Qty.
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Price
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Price per unit
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% of Savings
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50
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$197
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3.94
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34%
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100
|
$348
|
3.48
|
41%
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|
150
|
$482
|
3.21
|
46%
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200
|
$618
|
3.09
|
48%
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300
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$875
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2.92
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51%
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400
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$1,139
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2.85
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52%
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500
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$1,372
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2.74
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54%
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The Guide to Taxes and Your Retirement fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card info below.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.
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