You work hard for your money, and you have done a good job of saving for your retirement. Did you know that when you look at your 401K or IRA statement, that up to 30% of that balance will be going to taxes?
At Tax Free Retirement Solutions, we work with you to minimize your taxes in your retirement years. We develop money strategies to maximize your retirement dollars, keeping more of your hard earned money.
Taxable, Tax Deferred, or Tax Free
When you take a look at your assets, it’s important to classify them into these following buckets.
Which Money Buckets Do You Have?
We take a look at where your assets are today, and how we can move more of them into Tax Free categories.
Live your best retirement life by looking at how to:
maximizE retirement income
DETERMINE When to take social security
HAVE A PLAN FOR LONG TERM CARE
Knowing how and when to tap into your retirement savings is just as important as building it.
Get Educated to build and design a nest egg with tax free income that you can’t outlive.
David A. Dewar grew up in the south suburbs of Chicago and started his career in real estate investment properties and foreclosures in the 80's & 90's. In the early to mid 90's David also worked in the mortgage industry as a mortgage broker and as a real estate broker to match up with his real estate investments.
In the mid 90's David transitioned to helping properly cover families in the Life Insurance industry, his true passion helping educate and protect families properly. Growing in the industry for 15 years David founded his own company in the year 2010 of Tax-Free Retirement Solutions a Life Insurance & Fixed Indexed Annuities brokerage with additional services including social security analysis and strategies for retirement.
David's oath and goal for all his clients is to guide them to live a Tax-Free life in Retirement with a tax-free income that will not be eaten up by Uncle Sam's taxes and be guaranteed to last their entire lifetime and be passed over to their loved ones tax-free.
“THE GOAL: Tax-Free retirement income that will not be eaten up by Uncle Sam's taxes and be guaranteed to last your entire lifetime.”
YOUR FINANCIAL EDUCATION starts with our
An Educated Consumer is an Informed Consumer
Free Tips on How to Protect your Future Wealth and Health.
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Hosted by key industry leaders, you will learn helpful hints and little-known secrets on how to save, keep, grow, and protect your money.
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