We all have one: A “financial, tax and estate planning junk drawer”. Old financial accounts you have avoided to do anything with; unopened account statements; a “set and forget” 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your “tax planning”.
2022 was a terrible year for market returns:
S&P500 dropped 19.4%
NASDAQ 100 plummeted by 34.2%.
When, if not right now, is the impetus to clean out your “financial, tax and estate planning junk drawer” ?
- 50% of all individuals do not have any estate planning.
- Will you disinherit your kids from receiving your 401(k) / IRA ?
- Do you want to participate in market when it goes up, never when it goes down?
- Have to failed to open or fund your Roth IRA for you and your spouse?
- Account statements you are no longer opening?
- Did you write off your cell phone on your taxes in 2021?
Be honest – Are you paralyzed and don’t know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take – If you’re climbing Mt. Everest, you don’t do it alone – you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors – we are your guide to help you achieve success – we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.
Not sure what the next step should be?
Taking advantage of THE BUNDLE – at an inflation busting 75% discount !!
My guarantee to you: 100% satisfaction guarantee !!
To a prosperous and happy 2023!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan – done: THE BUNDLE