Tax Free Retirement

//Tax Free Retirement

Chasing Tax-Free Retirement? – Let Us Help!

We all can agree that we may not want to pay taxes due to increasing costs of living. If you are retiring soon, you may want to look into the options of minimizing taxes. Otherwise, you may struggle with finances during retirement. Plus, we cannot rely on pensions and SS alone for a quality life. If you are uncertain that your retirement plan won’t last as long as you planned for a decent lifestyle, you can get the Powell Benefit Group’s services. We will analyze and assess the possibilities of minimizing the tax factors. So contact us and get the most comprehensive consultation.
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Ways People Get Tax-Free Income in Retirement

Many people find themselves confused when retirement is close because they are unaware of how they will manage things in the future. But knowing what accounts or income sources to have can help you get tax-free retirement income. If it sounds like a good idea to you, you should look into the possibilities of getting exemption on federal and state taxes with suitable income sources. Some of them are:

    • Roth IRA and 401(k)
    • Health Savings Account
    • All social security benefits
    • Reverse mortgage payments
    • Municipal Bonds
    • Life insurance
    • Other veterans benefits

Our 3-Step Process

Schedule a Free Consultation

You can initiate the process after leaving a message or calling us. We will settle for a date and time for a detailed conversation or virtual meeting in this phase.

Talk to Our Experts and Provide Information

We will call you on the specified date and time, and our experts will listen to your goals and ambitions and ask you some questions, credentials, and other documents.

Get a Complete Strategy

Our agents will take their time and process the gathered information to come up with a plan. And once we are satisfied with the program, we share it and start executing.
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            Telephone

            404-707-8180

            Time Schedule

            Office Time

            Mon - Fri: 9:00 - 18:00