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Eliminate Your Silent Partner in Retirement – the IRS.
Little-known strategies may help you reduce the amount of taxes you pay in retirement. Take advantage of the current tax environment and these tax tools:
🗸 Watch our recent informative webinars and learn how to immunize your assets from the IRS.
🗸 Get access to two leading books on retirement planning: "The No-Compromise Retirement Plan" and "The New Rules of Retirement Saving."
🗸 See how to quantify your future tax debt.
You'll Get Access to the Following:
Watch our latest webinars on avoiding common oversights and creating tax efficiencies.
- Retirement Tax Summit
- Navigating Taxes Post-Pandemic
"The No-Compromise Retirement Plan"
With more than 50,000 copies in circulation, it’s one of the leading books on retirement planning with a focus on tax efficiencies.
"The New Rules of Retirement Saving"
Many savers are operating under an outdated set of rules. This book is your guidebook to help overcome the risks you face as a saver today.
Schedule An Appointment
Get your questions answered with a confidential conversation with our team. Once you fill out the form above, you'll get access to schedule an appointment at a time that works well for you!
"The No-Compromise Retirement Plan" is a leading book on creating retirement income that works for you - not the IRS."
DuPont Wealth Management
Terry DuPont, Founder & Chief Success Officer
Terry DuPont is Founder and Chief Success Officer of DuPont Wealth Management, a Registered Investment Adviser. He feels it is his moral and professional responsibility to provide leadership and guidance in helping people cut through all the misleading, conflicting information out there so they can make wise decisions leading to a retirement full of success, meaning, and significance, with an emphasis on wealth preservation and protective growth.
***Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA, the entire converted taxable amount is reportable as income in the year of conversion.
Fee-based financial planning and investment advisory services are offered by DuPont Wealth Management a Registered Investment Advisor in the State of Indiana. Insurance products and services are offered through DuPont & Associates, Inc. DuPont Wealth Management and DuPont & Associates, Inc. are affiliated companies.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
Licensed Insurance Professional. By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.