Sometimes, we talk about the “myths” of retirement.  And Forbes says one of the most common ones is that we’ll be in a lower tax bracket, when we quit working.  That certainly seems to make sense – why would it not be true?

• It makes sense why people believe this.  They don’t see themselves paying more in taxes because they’re no longer earning money; rather, they’re now living off what they’ve accumulated over a lifetime.  And with their income being lower than it was during their working years, the amount they’ll owe to the IRS will be less, right?

• For a short time after they finish working, many successful retirees typically are in a lower tax bracket. But that window can shut quickly.  Once required minimum distributions (RMDs) kick in, in combination with other forms of income (investments, social security, pensions, etc.), successful retirees will quickly move into an equivalent tax bracket as they were in during their working years.  They may also be pushed into Medicare surcharges and other ancillary tax.

• By their mid- to late-70s, it’s not uncommon to see these successful retirees be in even higher brackets than they were during their working years—a far cry from what they envisioned.

Interested in a Tax Free Retirement? Then contact Steve today for a complimentary Portfolio Tax Analysis to make sure YOU'RE on track with your retirement income planning! 

Sometimes, we talk about the “myths” of retirement.  And Forbes says one of the most common ones is that we’ll be in a lower tax bracket, when we quit working.  That certainly seems to make sense – why would it not be true? • It makes sense why people believe this.  They don’t see themselves paying more in taxes because they’re no longer earning money; rather, they’re now living off what they’ve accumulated over a lifetime.  And with their income being lower than it was during their working years, the amount they’ll owe to the IRS will be less, right? • For a short time after they finish working, many successful retirees typically are in a lower tax bracket. But that window can shut quickly.  Once required minimum distributions (RMDs) kick in, in combination with other forms of income (investments, social security, pensions, etc.), successful retirees will quickly move into an equivalent tax bracket as they were in during their working years.  They may also be pushed into Medicare surcharges and other ancillary tax. • By their mid- to late-70s, it’s not uncommon to see these successful retirees be in even higher brackets than they were during their working years—a far cry from what they envisioned. Interested in a Tax Free Retirement? Then contact <a href="https://fairwayfinancial.net/">Steve</a> today for a complimentary <a href="https://fairwayfinancial.net/">Portfolio Tax Analysis</a> to make sure YOU'RE on track with your retirement income planning!

Planning for retirement is not a guessing game.  Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market?   When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? 

For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.  

Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation.

Tune into Steve's weekly radio show, "Ready Set Retire"  Saturdays @ 6am on WXTK!

Ready, Set, Retire!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.

Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation. Tune into Steve's weekly radio show, "Ready Set Retire" Saturdays @ 6am on WXTK!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.
Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation. Tune into Steve's weekly radio show, "Ready Set Retire" Saturdays @ 6am on WXTK!

Sometimes, we talk about the “myths” of retirement.  And Forbes says one of the most common ones is that we’ll be in a lower tax bracket, when we quit working.  That certainly seems to make sense – why would it not be true? • It...

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