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Noel Santos
Emmanuel A. Santos JD CPA, Incorporated
447 Sutter Street, Suite 714, San Francisco, CA 94108
Phone: 415-362-8921
Fax: 415-362-8924
Cell: 415-412-5839
Email: noel@eas-cpa.com
Website: www.eas-cpa.com
Your Business...Your Family...Our Concern
Just as you allocate assets to a combination of stocks, bonds, cash, and other investments, you may want to consider allocating retirement assets among tax-deferred, tax-free, and taxable accounts for a potentially greater retirement income.
But that’s the sticking point. If you’ve been successful in business, at retirement time, you may find that you aren’t in a lower tax bracket than you were when you were working. You could lose some of that tax-deferral advantage.
As the old TV commercial said, “It's not what you make, it’s what you keep.” Tax diversification can spell the difference between having income choices or having taxes force you to downgrade your lifestyle. Note: Tax diversification isn’t a DIY strategy. It requires a thorough understanding of tax codes and your overall financial situation.
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