The Great Tax Trap Resolution Center
- We did the responsible thing
- We invested tax deferred for retirement
- We are, in most ways glad we did
- We now face a trap of major proportions
- We should be aware and seek to resolve this
- Welcome to the “Great Tax Trap Resolution Center”
Tax Me Never
The 3 Steps
Tax Me Never
The 3 Steps
01
The Trap
We took on a partner in the IRS without agreeing upon final terms.
We agreed to let them tax us as they see fit at the time of disbursements. It appears they will see fit to tax us much as they are in a great and increasing need.
We have no idea of what portion of that account belongs to us.
02
The Resolution
03
The Implementation
Like some other thorny issues, the first step is to recognize and confront the problem.
It will require an open mind and willingness to admit that sometimes, in spite of great experience, we don’t know what we don’t know.
It would start with a simple friendly conversation. You could set that up below.
Who Is This For?
Audience Type A
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Audience Type B
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Audience Type C
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The Great Tax Trap Resolution Center
- We did the responsible thing
- We invested tax deferred for retirement
- We are, in most ways glad we did
- We now face a trap of major proportions
- We should be aware and seek to resolve this
- Welcome to the “Great Tax Trap Resolution Center”
