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Retirement planning doesn't have to be a hassle. Develop a personalized financial plan that fits your lifestyle expectations, protects your money, helps you maintain spendable cash-flow, and guarantees the income you need.
Let go of lingering money concerns in ever-changing markets. We specialize in secure strategies, including protected asset growth, income certainty, wealth preservation, risk management, tax-efficient saving solutions, and more.
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Many Americans cheered the passage of the Tax Cuts and Jobs Act, a $1.5 trillion tax code overhaul that was signed into law in December of 2017. Proponents of the legislation said the benefits would be lower tax rates for both individuals and corporations. Not only that, it would bring a long-desired simplification of the complex U.S. tax code.
But as people begin to file their 2018 taxes, then await their customary tax refunds, some taxpayers are finding surprises. Their refunds are lower than they expected, some deductions have disappeared, and in some cases, they have actually owed money to the IRS.
You have had your dream retirement in the back of your mind your entire life.
Whether that movie in your head shows you traveling to exotic lands, spending quality time with your grandchildren, or turning a lifelong hobby into a business, retirement isn’t the end of your story. It’s the beginning of an exciting new sequel.
But how do you make the retirement of your imagination a reality? For many, bringing their ideal retirement to life includes consulting with a financial professional who specializes in retirement planning services.
If you have a nest egg, you have experience in personal finance. Earning an income and saving for a “rainy day.” Building wealth in equity markets, and putting away money into a 401(k), IRA, or other retirement account.
But those are all actions on the front side of retirement—called the accumulation phase. The backend? It's known as the distribution phase, or how you draw retirement income from those assets accumulated over many years.
How you prepare for reliable income streams in retirement will determine if you live out the retirement of your dreams -- or possibly deal with some scaled-down version.
Finding the right retirement planning services can help strengthen your chances of a confident lifestyle.
"I recommend Safe Money Denver for their experience, professionalism, financial knowledge, unique insights from working in multiple financial/investment disciplines, and dedication to personalized service. They offer a steadfast commitment to individual client needs and a broad perspective of finance from their multifaceted professional backgrounds."Brent Meyer Jr., Founder of SafeMoney.com