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2021 Tax Minimization Guide

 

2021 TAX MINIMIZATION GUIDE

Are You Prepared?

As Featured In:

It’s not too late to

minimize your taxes.

While current tax rates are historically low, national debts seem to be ballooning.
This eBook was written to help you prepare for if/when tax rates go up…
  • Learn about the new tax changes
  • Discover if IRA to Roth conversion is right for you
  • Learn about other strategies you can implement today
  • What to look for in your 1040
  • How to pull tax efficient income in retirement

Get the details on how to set yourself up for retirement success. Click the button below to download your copy today and make your dream retirement a reality. 

FAQs

What is the national debt today?

It is constantly going up. Click here to check out the debt clock.

For context, at the end of the year 2000, the debt was around 5.6 trillion.

How much could taxes go up in the future?

No one can predict the future, which makes things scarier. In our opinion, the best way to plan is to run different scenarios and allow yourself to determine if you could live with that hypothetical outcome or if action needs to be taken today.

Is this book a sales pitch?

The book is intended to give clear application on what to do whether you speak with us, another financial professional, or attempt it yourself.

We highly encourage everyone to work with a professional when planning retirement, especially when it comes to taxes.

At the end, you will be invited to have a 30 min call so we can answer any remaining questions you may have. It is up to you to decide if you want to take us up on the offer or not. We respect your decision either way.

Are the advisors at Principal Preservation CPAs

Nope.

We typically work with your CPA as a team.

We are good at investments. Your CPA is good at tax law.

Together, we make recommendations on how to help you plan for the retirement you want (with the least amount of tax burdens possible).

How do you want to retire?

Not feeling confident about your retirement?

Schedule a 30 min call

and find out how you can unlock your

financial future. 

Or give us a call at 651-414-0016