When one thinks of being smart with our money, it would seem that avoiding risk would be one of the main aspects of a Smart Money Move!
Not having to worry about your money being subject to Downs of the market while only participating in "The UPs" of the market would also be a key aspect of a Smart Money Move!
Since state & federal Income taxes represent anywhere from 25% to 40% of ones income today as well as in retirement, if we could legally avoid those income taxes, then we can easily increase one's retirement income by 25% to 40% or more!
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Financial Scenarios LLC and the Advisor that provided this document to you does not represent, warrant or guarantee financial or retirement planning performance or results. Nor does it represent, warrant, or guarantee that analysis of past financial performance can predict or is any indication of future financial performance.
Financial Scenarios LLC and the Advisor that provided this document to you does not recommend any particular asset allocation, security, or investment method nor does Financial Scenarios LLC or the Advisor that provided this document to you provide customized tax, legal, investment advice or strategies. Rates of return and calculations, if any, are for illustration purposes only and do not represent any specific investment results. Before taking any action, you should seek the advice of qualified legal counsel, accountants, and professional advisors.
