Tax Strategies for Retirement:
Buckets Create Tax Choices

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tax-buckets

How much can you expect to pay in taxes in retirement?

Learn the factors that could impact how much you\'ll be taxed when you retire in this complimentary guide.

If you haven\'t thought about taxes in retirement, NOW is the time. Learn the factors that could impact how much you\'ll be taxed when you retire in this complimentary guide.

In this complimentary, 12-page guide, you\'ll learn:

Why your taxes might not decrease in retirement

Where your current assets fall in the four tax buckets

Ways to start planning now for your future

Get your copy Download This Offer

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Meet Your Advisor

Scott B. Wharton
President & Financial Advisor

Scott has a passion for helping people reach their retirement goals and providing the most effective options and highest quality of care to each individual client.

Since 2000, Scott has worked in the health insurance and financial services world, with the goal of providing independent and innovative financial strategies for retirees and pre-retirees, as well as providing excellent customer service.

Scott is licensed to provide financial and investment advice, as well as personally manage investment portfolios. As an advisor, he works to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients.

Scott and his wife, Angie, have three great kids, Kylee, Brad and Gage. When not taking care of his clients, Scott loves to spend time with his family doing something outdoors, like snowmobiling, mountain biking or camping.

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If you haven\'t thought about taxes in retirement, NOW is the time.

Get your instant download!