Dana Point, CA
Planning for a Tax-Free Retirement
The Income Professionals specializes in educating our younger clients about alternate retirement preparation options.
The Silent generation had the belief that saving money, coupled with Social Security and a company pension enabled one to live well while not outliving their money. The Baby Boomer generation had the belief that super funding a 401k, coupled with owning ones home outright and receiving Social Security enables one to retire while maintaining the same lifestyle as the working years.
The 30 and 40 something's generation is now aware, due to watching both the Silent and Baby Boomer generations that these beliefs no longer hold true for today's society. Depending on Social Security is proving to not be an option along with realizing the unexpected tax impact of the self directed retirement plans (401k's, IRA's, etc) once retired.
The Income Professionals offers custom solutions that diversify portfolios and include a TAX FREE income plan for retirement while positioning qualified funds to be impervious against loss in bear market conditions.
