Tax Problems?

Are You Overlooking Tax Consequences?

One of the primary benefits of starting an IRA is that, when withdrawn correctly, the earnings are tax-free. If you don't understand the associated penalties for either removing money too early or too late, you can find yourself paying enormous tax penalties, which can severely affect your retirement. Almost all retirement options have very specific rules regarding fees for withdrawing money at the wrong time. If you are spread between taxable and non-taxable accounts, withdraw some from both to avoid a heavy tax hit by moving into a higher bracket. This is another reason why you should plan your financial future with a professional retirement specialist.


Call me for a FREE financial review,

Jesse Alvarado
(562)822-5565