Power of Zero Planning: Reducing Tax Risks in Retirement
Porti Tax & Financial Group is a Qualified Tax-Free Planning Firm
One of the most significant challenges to your retirement success is the potential for rising taxes. Power of Zero planning focuses on positioning your money in the right “buckets” to optimize income while minimizing lifetime tax exposure. By strategically utilizing tax-free, tax-deferred, and taxable accounts, this “three buckets” approach aims to help reduce the impact of future tax increases, creating a more tax-efficient retirement strategy tailored to your financial goals.
This is why we believe your plan should include strategies for managing your money in a tax-efficient manner, helping to extend the longevity of your savings. Our approach thoughtfully aligns with your financial goals, aiming to achieve a retirement with minimal tax impact.
How will you protect your retirement from the impact of rising taxes?
“Critical to your journey toward the 0% tax bracket is an understanding of the three basic types of investment accounts. For our purposes, we’re going to refer to these three accounts as buckets of money. The three buckets are taxable, tax-deferred, and tax-free.”
The Power of Zero Book
Revised and Updated with a New Chapter About the 2018 Tax Cuts
In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture.
The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?
Staying Ahead in Retirement Planning:
Ongoing Education for An Evolving Retirement Planning Paradigm
We continuously educate ourselves to keep pace with the latest changes in retirement planning. By staying updated on evolving financial regulations, tax laws, and investment strategies, we provide tailored guidance that reflects current best practices. This commitment helps us adapt your retirement plan to shifting trends and opportunities.
David McKnight, Bill Porti, and Ed Slott (America’s IRA expert)
David McKnight, Bill Porti, and Tom Hegna (economist, author, and retirement expert)
Interested in Tax-Efficient Planning?
Explore strategies that aim to reduce or eliminate taxes in retirement. Let’s discuss how tax-efficient planning can help you keep more of what you’ve earned and grow your financial future.
The Power of Zero Podcast
hosted by David McNight
Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready?
Learn how to avoid the coming tax freight train and maximize your retirement dollars.
