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There are few people who dream of working until the day they die. Most of us dream of the day we can retire, with the ability to relax and enjoy our golden years. Maybe you have a dream of traveling the world or spending more time with your family. As long as you plan ahead, that dream can be achieved!


But as you make your way through life, there are a few common pitfalls that you should avoid. By being aware of these obstacles, you can navigate around them and stay on the path to financial stability and prepare for a comfortable future.


Planning for your financial future doesn’t have to be difficult! Contact an Equis Retirement Solutions Specialist today to see how we can help with your financial portfolio. Some helpful pointers are listed below:

In all, our goal is to provide peace of mind for our clients because they know they are covered for many of the life events we all encounter… and they are preparing for a stress-free retirement.

Contact the agent that directed you to this website and learn how you can get on the road to a stress-free retirement!

Tax-free Income in Retirement is Sweet!

You may not think of it this way, but participants in traditional retirement plans have a partner in their account value, Uncle Sam. When 401(k)s and IRAs were introduced, tax rates were very high and participants could get a large tax deduction. Back then, the theory was that tax rates would be lower in retirement and of course that is exactly what happened. So, it worked for those individuals. Today, we are in the exact opposite scenario: tax rates are low, which equates to a small tax deduction and most people fear income tax rates will be higher in the future. Do you want to get a small deduction now …… and a large tax bill later? We have plans that are not tax-deductible, but all distributions of income will be tax-free.

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