STEP 1
WATCH THE VIDEO
If you’re one of the 53% of Americans who pay federal income taxes, then it is likely you pay more than what is legally required. If you own a small business or are a retiree, then it’s almost a certainty you are over paying.
The likelihood that future tax rates will rise has never been greater. Watch the video to learn more.
What you will discover:
- Your CPA is NOT the one to consult about tax savings.
- How unfunded liabilities can put your retirement at risk.
- How your assumptions about tax rates in reitrement can leave you with less money.
- The long-term costs of Social Security taxation.
- The savings that comes with transitioning to Tax-Advantaged accounts.
- How to take tax free withdrawals from your IRA.
- How to accumulate the right amount of money in the right types of accounts to maximize cash flow in retirement.
About the Author
MARCUS G. WARREN, MBA, EA
Marcus G. Warren, MBA, EA, is a Principal and Chief Operating Officer of Hagan Warren Wealth Management. Marcus is known among his colleagues and clients as a seasoned and knowledgeable financial professional who focuses on the areas of tax law, federal taxation, securities taxation, and estate planning.
As an Enrolled Agent, Marcus is a federally-licensed tax practitioner specializing in taxation, and has unlimited rights to represent taxpayers before the IRS when it comes to collections, audits and appeals. He has also earned his Fellowship from the National Tax Practice Institute.
