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You spent years building your nest egg. Investing in brokerage accounts, 401ks, and Roth accounts. Now that you’re retired, which account should you withdraw money from first? if your withdrawals bump you into a higher tax bracket, you might have to pay higher taxes on your hard earned money.

 

It might sound complicated, but there is a clear solution: tax-efficient, customized, distribution strategies that will protect your money . We help you create a SMARTER Distribution Strategy for your Retirement.

A strategy that coordinates withdrawals between taxable, tax deferred, and Roth accounts. We’ll help you keep more of hard-earned money.

Learn more about what a tax efficient distribution strategy can do for your financial future.

Don’t wait, reach out to us today.

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IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. All content from MissionalMoney.com and SaltyAdvisors.com is provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. Neither Missional Money nor BayRock Financial, L.L.C. can assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

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