Rescue Your Retirement From Taxes
BEFORE Your Caught In The IRS Rip Currents!
THE GREAT ROTH RESCUE
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Here is What You'll Learn
How to rescue your future with tax-free wealth.
If you have over $1 million in your qualified accounts (401k, 401a, IRA, etc..), your financial future can be significantly impacted by IRS rules for withdrawals.
The Unique Challenges Of High-value Qualified Accounts
We will introduce you to Marvin & Mary Sample, engineers who have poured into their 401k for many years and have the challenge of knowing what to do with their $3+ million qualified accounts.
Tax Structures and Which Is The BEST!
Understanding the Pyramid of our tax structure can help you see the importance of moving money away from the most costly structure, to the most efficient structure.
Six Dangerous Rip Currents
If you get caught in these Rip Currents, your financial future can be dramatically impacted. But, what if you could REDUCE lifetime taxes, and INCREASE lifetime wealth?
How To Move From FFF to ACTE
Highly trained individuals have learned how to use a simple behavior pattern of Assess the situation, Create a simple plan, Take action, and Evaluate when faced with unknown, stressful, or dangerous situations. You can learn this too!
How To Do A Roth Conversion Without Reducing Your Wealth
Most people don't consider a Roth Conversion because they can't make sense of paying the high taxes due to the conversion. What if there was a way to recoup some, or all of those tax costs through bracket-management and a safe investment vehicle?
ABOUT MATTHEW ATKINS
Matthew Atkins is the Sr. Financial Advisor at Clearbrook Investment Management, LLC and a National Social Security Advisor certificate holder. Matthew is an expert trainer who has spoken to thousands of people both nationally and internationally. During his many years in the financial services industry, he has seen some wonderful successes and lots of mistakes. Helping people avoid those mistakes and achieve their goals is one of his great joys in life.
Matthew and his wife have been married for over forty years and have five grown children, and seven grand children. Matthew is an avid golfer and he and his wife love to travel, spend time with their family and visit their favorite places in Hawaii.