Retire With Less Risk
The career of an entrepreneur is filled with calculated risk taking. When preparing for retirement, removing unnecessary risk results in a more effective and efficient retirement plan. Market downturns can significantly impact how retirement looks, especially in early retirement. Asset Maximization shields a portfolio from market downturns, while providing attractive upside potential. Additionally, Asset Maximization reduces the risk of higher taxes in retirement.
Entrepreneurs are no strangers to taxes; at times it seems as though self-employed individuals are penalized rather than rewarded at tax time. In the future, taxes could be higher than they are today, as they are currently below the historic average. A well-designed retirement plan will take full advantage of tax-free growth as well as tax-free distributions, removing the drag taxes can have on a portfolio. Asset Maximization mitigates the unknown risk of higher tax rates, allowing assets to grow and be distributed more efficiently and be unaffected by the future tax environment.