Optimize retirement with multiple streams of TAX-FREE income
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Typical results of a RIMS Report™:
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Taxes are poised to rise sharply. Just ask yourself, "Will the government need less or more money in the future?"
A RIMS Report™ can help insulate your retirement savings against inevitable tax hikes, whether you are already retired or still working toward it.
No gimmicks. No fluff. Just math.
Where do the majority of your retirement assets live?
While usually highly liquid, taxable vehicles (bank accounts, CDs, mutual funds/ETFs, bonds, etc) are taxable with every realized gain. This can severely detriment your long-term accumulation efforts to the tune of hundreds of thousands of dollars.
Typical retirement accounts (such as 401(k)s and IRAs) procrastinate taxes until the future. Contrary to popular belief, most retirees do not find themselves in a lower tax liability situation upon retirement. These types of accounts generally maximize your taxes over your lifetime. Some financial experts have started referring to them as "tax-maximization" accounts. Many Americans come to realize their silent retirement partner (the IRS) isn't so silent once retirement begins.
Taking advantage of vehicles in the tax-free location can potentially increase your net-spendable retirement income significantly, protect you against inevitable tax increases, and increase the longevity of your retirement assets by many years.
Strategically relocating portions of your taxable and tax-deferred assets to the tax-free location is a critical piece to optimizing your retirement. A RIMS Report™ can help you create multiple streams of tax-free income.
With the right Retirement Income Maximization Strategy, we have found that many people can achieve the 0% tax-bracket in retirement.
This does not happen on accident.
It happens on purpose. It happens by planning for it. It happens because you take action.
Your RIMS Report™ will be tailored and customized to your specific situation. There's nothing cookie cutter about it. Each report will contain analysis of at least two paths.
Taking into account your assets and current circumstances, the Current Path analysis creates reasonable projected outcomes that take into account the dangers, opportunities, and strengths of your current situation. Essentially, "If you changed nothing, what does your future likely look like?"
Using the results of the Current Path as a benchmark, we go to work behind the scenes and create a customized plan to utilize tax-free retirement strategies, then run the projections again and compare. Typical results of a RIMS Path™ analysis:
Whether you are in retirement or still working toward it, a personalized RIMS Report™ can potentially:
Opinions don't matter. Math matters.
Your personalized RIMS Report™ will be straightforward, easy to understand, and compelling with clear action steps. We don't do fluff. Let the math of tax-free retirement planning be your guide.
Increasing your retirement income has everything to do with cutting out friction (fees) as much as possible. Taxes are the largest fee in retirement planning.
A RIMS Report™ can show you pathways to potentially decreasing your market, longevity, inflation, and tax risks while increasing your opportunities for a more fulfilling retirement.
The strategies within your RIMS Report™ will show you how to relocate inefficient taxable and tax-deferred assets to tax-free assets with the capability of producing greater income for longer periods and maximizing your legacy.
You've sacrificed to accumulate your retirement nest egg. Let a RIMS Report™ show you how to potentially optimize it with tax-free income for the best retirement possible.
Axios Capital Strategies focuses on tax-free retirement strategies. We're passionate about it. We excel at it. Let us create a free RIMS Report™ for you and prove it.
Schedule your complimentary strategy session today.
Past performance is no guarantee of future results. The data contained in this page is not intended to be legal or tax advice and cannot be relied upon as such. All projected results from any source contain inherent assumptions that may or may not be likely. Axios Capital Strategies (ACS) does not furnish advice regarding, or solicit, securities as defined in the Investment Acts of 1933 and 1934. Axios Capital Management (ACM) serves as the asset management division of ACS, and offers Investment advisory services through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and ACM are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Past performance is not indicative or a guarantee of future results. All strategies contain some degree of risk.
IRS Circular 230 Notice: Any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter that is contained in this document.
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