Ready, Set, Retire!

Take Control of YOUR Taxes in 2021!


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Regardless of how you feel about the election results, there’s a good chance your tax rates will be going up in 2021.  But IRA expert Ed Slott tells Yahoo Finance it’s up to you to decide by how much. I think we’d all like to “take control” of our tax rate – but how is that possible? 

Then, Market Watch says three-fourths of all investors manage their own finances.  But when you narrow it down to just the “wealthy” investors, two-thirds of them use a financial advisor.  So, the question is … do the wealthy use an advisor because they’re wealthy, or did the advisor help them become wealthy? 

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Ready, Set, Retire!By Steve Anzuoni

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