Are You Paying Too Much In Taxes In Retirement?

Don’t let Retirement Taxes derail your retirement!

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In This Free Guide, You'll Learn…

Separating your taxable and tax-deferred accounts

The signs to watch for in ever-changing tax laws

Options for tax deductions in retirement income

Are You Paying Too Much In Taxes In Retirement?

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Carl Carlson CEO & Founder

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1 Ester Bloom. CNBC. June 23, 2017. “here’s how much the average American spends on health care.” https://www.cnbc.com/2017/06/23/heres-how-much-the-average-american-spends-on-health-care.html. Accessed Aug. 4, 2018.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Investment advisory services offered through Carlson Financial, an SEC Registered Investment Adviser.

Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to fees, surrender charges and holding periods.

Investing involves risk including the complete loss of principal. Any statements regarding protection or lifetime income refer only to fixed insurance products, never securities or investment products.

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