Ready, Set, Retire!

President Biden is proposing major tax increases – but he insists they’ll be limited to corporations and rich people.  Who is likely to be hit hardest by these “limited” taxes and is there anything we can do about that? 

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Steve had the opportunity to head out to Pebble Beach to hang with some big time celebs and hit the famous golf course. Steve was so excited to sit down with the stars of the 90's sitcom, Tim "The Tool Man" Taylor (Tim Allen) and Al Borland (Richard Karn) to talk tools, favorite career moments and MORE!   

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Congress has approved trillions of dollars in stimulus spending, which is pushing interest rates a little higher. How will this impact your retirement accounts? Steve explains how his planning strategies can protect your income from Uncle Sam.  

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President Biden has proposed some tax changes that are headed our way - what will this mean for you and your finances? Steve talks about how his tools and strategies can help protect you from these tax changes if you are first entering retirement OR if you are already retired.  Then, is it possible to have a TAX FREE Retirement? Steve discusses this as well as how he can help provide you income for life! 

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It’s tax time again and we’re all looking for ways to save.  One way of doing that is by contributing to a Roth IRA.  But what if you earn too much to do that? Steve talks about if there other ways you could show people how to potentially reduce their tax liability?

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Steve discusses his 4 bucket strategy and how it can help you not only replace your paycheck when you stop working but give you that added peace of mind with lifetime income. 

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When it comes to claiming Social Security, The Motley Fool says there are certain mistakes that couples tend to make.  Steve discusses some common mistakes that could cost you big time! 

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A question from The Motley Fool: “Should the average retirement saver buy an annuity?”  Their answer?  “It depends.”  Not very helpful, right?  So, what does it depend on? 

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A new year brings the threat of new problems – created by Congress.  Morningstar asked IRA expert Ed Slott if we need to be worried about a tax increase.  His answer?   Follow the numbers!

Hear Steve's approach to a tax free retirement and you can   protect your retirement accounts from Congress! 

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When you retire does the need for the paycheck end? No. Then how do you create that paycheck? Will I run out of money? Did I do enough?

These are all very common questions. The good news is, Cape Cod's Retirement Income Specialist, Steve Anzuoni has the answers! What if you never had to worry about income ever again? You always knew the money was going to be there? 

Find out how Steve can make this happen for you today! Call Steve Now! 

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