David Dewar| (708) 369-1153
Minimize The
Tax Surprise
"It's NOT How MUCH You MAKE, But How MUCH You KEEP,
From UNCLE SAM In TAXES!"
TAX FREE RETIREMENT
You work hard for your money, and you have done a good job of saving for your retirement. Did you know that when you look at your 401K or IRA statement, that up to 30% of that balance will be going to taxes?
At Tax Free Retirement Solutions, we work with you to minimize your taxes in your retirement years. We develop money strategies to maximize your retirement dollars, keeping more of your hard earned money.
Taxable, Tax Deferred, or Tax Free
When you take a look at your assets, it’s important to classify them into these following buckets.
Which Money Buckets Do You Have?
We take a look at where your assets are today, and how we can move more of them into Tax Free categories.
Live your best retirement life by looking at how to:
maximizE retirement income
DETERMINE When to take social security
MINIMIZE TAXes
HAVE A PLAN FOR LONG TERM CARE
Knowing how and when to tap into your retirement savings is just as important as building it.
Get Educated to build and design a nest egg with tax free income that you can’t outlive.
ABOUT
David Dewar
David A. Dewar grew up in the south suburbs of Chicago and started his career in real estate investment properties and foreclosures in the 80's & 90's. In the early to mid 90's David also worked in the mortgage industry as a mortgage broker and as a real estate broker to match up with his real estate investments.
In the mid 90's David transitioned to helping properly cover families in the Life Insurance industry, his true passion helping educate and protect families properly. Growing in the industry for 15 years David founded his own company in the year 2010 of Tax-Free Retirement Solutions a Life Insurance & Fixed Indexed Annuities brokerage with additional services including social security analysis and strategies for retirement.
David's oath and goal for all his clients is to guide them to live a Tax-Free life in Retirement with a tax-free income that will not be eaten up by Uncle Sam's taxes and be guaranteed to last their entire lifetime and be passed over to their loved ones tax-free.
“THE GOAL: Tax-Free retirement income that will not be eaten up by Uncle Sam's taxes and be guaranteed to last your entire lifetime.”
YOUR FINANCIAL EDUCATION starts with our
MONEY SCHOOLS
An Educated Consumer is an Informed Consumer
Free Tips on How to Protect your Future Wealth and Health.
Our partners host and online Money School webinar are every other Monday night.
Hosted by key industry leaders, you will learn helpful hints and little-known secrets on how to save, keep, grow, and protect your money.
Visit Often. Topics change regularly.
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For anyone who wants to get out of debt, build wealth, and become financially independent.
* MISSION ONE MILLION retails for $24.95, but I bought it for you!
Free eBook!
With every dollar there is an opportunity to spend it or save it.
CLICK BELOW to access a free copy of MISSION ONE MILLION by my colleagues, Merle Gilley and Steve Burton.
Together, the Mission ONE Million team has helped thousands take control of their money and create wealth.
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You're Invited to Get A Free Gift Card and Passcode To Watch This Hollywood Rated Film Online.
THE BABY BOOMER
DILEMMA
Limited FREE GIFT CARDS Are Available
(A $29.99 VALUE)
As Seen At AMC, Cinemark, and Regal Cinemas
“It’s Not How Much Money You Make, But How Much Money You Keep, How Hard It Works For You, And How Many Generations You Keep It For.”
~Robert Kiyosaki, Author Of "Rich Dad, Poor Dad”
Retirement Planning Videos
TAXATION RISK
INFLATION RISK
SEQUENCE OF RETURNS RISK
sOCIAL sECURITY
Longevity Risk
Withdrawal Rate Risk
hEALTHCARE Risk
Equivalent Portfolio Value (EPV)
Free Download!
Ever wonder what obstacles you may face in retirement?
What impact can living longer than expected have on your retirement income?
What should you consider when deciding when to file for Social Security benefits?
Join me as we take a look at the 7 biggest financial risks most retirees will face in retirement in this easy-to-read brochure.
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David Dewar
Recommended Reading List
- Mission One Million (a MUST Read) by Merle Gilley and Steven Burton
- My family Financial Miracle by Merle Gilley
- Look Before You LIRP by David McKnight
- The Power of ZERO by David McKnight
- Money, Wealth, Life Insurance by Jake Thompson
- Paychecks and Playchecks by Tom Hegna
- Don’t worry, Retire Happy by Tom Hegna
- Guide to Social Security and Medicare by Tom Hegna
- The NEW Retirement Savings Time Bomb by Ed Slott
- Fund Your Future by Ed Slott
100% Free Consultation
No Cost. No Obligation.
Schedule A Time Convenient For You On My Online Calendar.
Meetings Can Be Conducted Virtually Online, In-Person and By Phone.
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