*By clicking "Get Your Free Copy Today" you agree to the Terms of Use and Privacy Policy. Consent is not a condition of purchase.
Bruce J. Smith III, Founder
Bruce is host for the popular Get MORE Retirement® radio programs and podcasts, is seen weekly on a variety of television networks and has been profiled in Forbes®, Money®, Fortune® and Bloomberg Business® magazines.
Are You Ignoring These Powerful Planning Tips for Your Retirement?
We share with you the 10 Key TAX Planning Strategies that are missing from most traditional retirement plans! Your Retirement Plan Cannot Be Optimized Without Considering TAX Management!
The Power of Retirement Tax Management
Learn About Proven Strategies To Reduce or Eventually Eliminate Costly INCOME TAXES that could impact your Retirement Income, Portfolio Growth, Social Security Income, Medicare Costs and Surviror Benefits for your Heirs!
Learn More, Get More! Your First Step is Free
Get Your Copy of our NEW eBook and See How the use of TAX Freedom™ Planning and Management Strategies Could Help You Unlock Opportunities To Significantly Increase The Lifetime Benefits From Your Retirement Portfolio
*Data Source: WealthKare developed Tax Planning for over $70.9 Million of retirement portfolios in from 1/1/2019- 12/31/2019. Portfolio assets ranged from $386K To $4.6 Million.The average portfolio value was approx. $1.46 Million with a projected Federal Income Tax Expense of $1.51 Million by age 90. Our Tax Freedom™ management strategy reduced the average projected tax burden to $890K (41% Reduction).Values shown are TOTAL Summary Projected Planning Results for the period listed. Each plan is unique for each client and results are NOT GUARANTEED.
The WealthKare Investment Center is a registered investment advisor based in Pennsylvania. They are a leading source for tax-inclusive retirement planning and management. Professional services are fulfilled by appropriately licensed and registered service providers. Each personal financial situation is unique, and any information obtained using this website or its related services may not be appropriate for all individuals in all situations. Before making any final decisions or implementing any financial strategy, consider obtaining additional information and advice from an attorney, accountant, or other financial advisors that are fully aware of individual circumstances.
