Tax-Free Retirement

BradRosleyebook We all know that the U.S. Government is $17 trillion in debt and has made trillions of dollars in Entitlement promises for which it has no money to pay.

Forgive me if I don’t trust politicians not to come after my hard earned income and savings with new or higher taxes in the future to bail them out.

My crystal ball does not tell me when or how this is all going to play out so I have implemented investment strategies to help me minimize future income taxes by focusing on “ASSET LOCATION”.

You should consider the same.  I have written a FREE Ebook that you can download if you are interested in finding out more about these strategies.


I plan on having a seven figure nest egg that I can pull federally tax-free income for:

  • health care
  • retirement income
  • long-term care
  • and wealth transfer to my wife and kids


Other related blog posts:

A Million Dollars Doesn’t Go as Far as it Used to

3 Retirement Obstacles

Huge Future Retirement Expense is Lurking


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Posted in Achieving Financial Independence, Goals-Based Planning, Investments, Policy and Your Money, Post-Retirement Planning, Tax Planning and tagged , , , , , .

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  1. Pingback: Does 4% Retirement Rule Make Sense Today? | Life Planning Today

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