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DISCOVER
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
EVALUATE
Using the Witt Retirement Roadmap, we’ll examine your current financial situation and determine your retirement needs.
PLAN
Receive a custom strategy designed to help you reach your unique retirement goals.
Are you paying too much in taxes in retirement?
This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
- The different types of retirement accounts
- Why tax laws are ever-changing
- Options for tax deductions in retirement
Don’t Be Taken Surprise by Taxes!
Are you concerned that tax liabilities could derail or delay your retirement dreams? Don’t be. With Witt Financial Group’s Tax Freedom Kit — which includes a copy of Dan Cuprill’s “Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb” — you can pursue your goals with confidence.
Our firm is not affiliated with or endorsed by David McKnight.
THE POWER OF ZERO The Tax Train is Coming
As the U.S. debt spirals, the potential for onerous tax increases in the future could have a major impact on traditional retirement savings vehicles.
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Attend a Live Event
Join us for an informational seminar to learn more about retirement income strategies, wealth management and more ...
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For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.