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The Wealthier Retirement Strategy

The Wealthier Retirement Strategy is a Personalized Financial Strategy, tailor made for you… to help you…

  • Save thousands, legally, by using our ‘tax free conversion strategies’ including ROTH conversions and LIRP funding techniques
  • Generate the income you need for retirement
  • Structure income so it grows over time to cover the increasing cost of inflation
  • Invest strategically to grow your nest egg
  • Reduce the risk of Wall Street corrections impacting your lifestyle in retirement
  • Develop strategies to cover the costs of your health care in retirement
  • Protect those we leave behind when we leave this world

Wealthier Retirement Strategy Examples...

The following are hypothetical illustrations patterned exactly from actual client's portfolios









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The Wealthier Retirement Strategy

The Wealthier Retirement Strategy is a Personalised Financial Strategy, tailor made for you… to help you…

  • Generate the income you need for retirement
  • Set up income so it grows over time to cover the increasing cost of inflation
  • Invest strategically to grow your nest egg
  • Reduce the risk of Wall Street corrections impacting your lifestyle in retirement
  • Save thousands in taxes, legally, by using our ‘tax favored investment strategies’
  • Take care of the costs of your health in retirement, and
  • Protect those we leave behind when we leave this world

Wealthier Retirement Strategy Examples...

The following are hypothetical illustrations patterned exactly from actual client's portfolios

Jane and David.

Jane and David.

Jane and David are a few years away from entering retirement. They had done quite well and managed to save around $2M.


This money was spread out over their 401K, 403B and 2 IRA accounts.


They’d spoken to their accountant about strategies for saving tax. His response was it can’t be done.

We managed to set up the appropriate conversions and in doing so were able to eliminate a large part of their tax in retirement.


This saving increased their net worth by over $700k from the tax savings alone.

In This Free Download, I’ll Show You…

The 8 Crucial Questions

If you are in the position of being retired or nearing retirement, there is a list of 8 Crucial Questions for you to consider when choosing a financial advisor and retirement plan. Specifically, if you can not answer “YES” to EVERY question on this list then my Wealthier Retirement Strategy could add crucial weight to your financial security and retirement planning.

The 5 Foundational Financial Pillars

Most financial strategies are good at either “Growing” your nest egg OR creating “Income” for you to live off… But NOT both…


The first step to financial security in retirement is to understand the 5 Financial Buckets that allow you to generate the income you need AND the growth you require to keep your nest egg intact.

Tax Free Growth and Income In Retirement...

Taxes can have a big impact on your retirement savings. IRA/ 401k / 403b plans can add significant taxations to your retirement. Many retirees are shocked by the impact of taxes. If not planned correctly you can run into a devastating tax bill when you retire.


ROTH Conversions or LIRP Funding Techniques can give you the opportunity for tax free growth, tax free income and tax free estate planning on your IRA and 401k.


With the right strategy you can save tens, if not hundreds, of thousands of dollars in tax. That’s money in your pocket for you to use, rather than unnecessarily sent off to Uncle Sam.

The Wealthier Retirement Strategy…

The Wealthier Retirement Strategy is a specific and personalised strategy designed to give you peace of mind during retirement.


The strategy works by putting a plan in place to ensure you have enough income to live, your investments are well planned and you keep as much in your own pocket as possible by reducing your tax liability.

So you can achieve results like these…

These examples are hypothetical and for illustrative purposes only.

Stuart and Kim.

Stuart and Kim had spoken to their accountant about tax strategies to reduce their retirement tax on their $500k savings.


The accountant said “I don’t know how to do that…”


After we applied our basic conversion strategy we were able to save them over $100k in tax in retirement.


Those tax savings are now put to work in a low risk strategy, giving Stuart and Kim more options and greater income in retirement.


Suzanne

Suzanne, an office manager in a doctor's office desired to retire in the next 5 years. Her major concern was that if she withdrew $1,500 a month from her retirement fund, she would deplete her nest egg.


She also want an additional $750 of monthly income in ten years when she would be completely retired. She did not think it would be possible to retire considering her situation.


Our strategy can provide her with the necessary income of $2,250 to retire plus increase her income to rise over the following 10 years to adjust to inflation.

Stuart and Kim.

Stuart and Kim had spoken to their accountant about tax strategies to reduce their retirement tax on their $500k savings.

The accountant said “I don’t know how to do that…”

After we applied our basic conversion strategy we were able to save them over $100k in tax in retirement.

Those tax savings are now put to work in a low risk strategy, giving Stuart and Kim more options and greater income in retirement.


Suzanne

Suzanne, an office manager in a doctor's office desired to retire in the next 5 years. Her major concern was that if she withdrew $1,500 a month from her retirement fund, she would deplete her nest egg.


She also want an additional $750 of monthly income in ten years when she would be completely retired. She did not think it would be possible to retire considering her situation.


Our strategy can provide her with the necessary income of $2,250 to retire plus increase her income to rise over the following 10 years to adjust to inflation.

Hi, I’m Jerry Linebaugh, from Game Changer Tax Pros and JLine Financial

Hi, I’m Jerry Linebaugh, from Game Changer Tax Pros and JLLine Financial

I help retirees and near retirees create financial security and peace of mind during retirement. I do this with my Wealthier Retirement Strategy that is tailor made for your situation, and designed to achieve the specific goals you want to achieve.


The Wealthier Retirement Strategy is a specific and personalised strategy designed to achieve one main objective… To make you wealthier.


Most financial advisors want to put you into products that gives them the biggest commissions.


Only a personalised approach can help you…

  • Save thousands, legally, by using our ‘tax free conversion strategies’ including ROTH conversions and LIRP funding techniques
  • Generate the income you need for retirement
  • Structure income so it grows over time to cover the increasing cost of inflation
  • Invest strategically to grow your nest egg
  • Reduce the risk of Wall Street corrections impacting your lifestyle in retirement
  • Develop strategies to cover the costs of your health care in retirement
  • Protect those we leave behind when we leave this world

A Better Plan Is Just A Click Away…

Copyright © 2020 JLine Financial. All rights reserved. | jSteel Design | Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through JLine Financial. JLine Financial is a separate and unaffiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC. Contact our office for information and availability.

Any examples are hypothetical and for illustrative purposes only. While tax issues may be discussed in the general course of financial and investment planning Simplicity Wealth does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.