The experienced financial guide you need to land in your retirement zone.

Improve your financial knowledge

At GroundRush Financial, I always encourage clients to stay current on the latest financial information and how it can relate to their situation. Could your tax bill in retirement be too big? Watch this video and find out in 30 seconds!

Calculate Your Potential Tax Bill

CALCULATORS

Do you know your numbers? Take a look at these calculators as a starting point for understanding how your money can work for you. Then, let’s have a conversation.

Words of Wisdom

  • What’s one of the most common mistakes made when saving for retirement?


    If I had to pick, one of the most common mistakes is simply not finishing the game. Retirement planning is like football; the first half is all about accumulation. Many get to half time and pat themselves on the back. But then, the IRS really comes out to play in the third and fourth quarter. This is where it can get tricky, and some of the most expensive mistakes happen as you go to actually take money out of your retirement accounts and leave it to your heirs. So many Americans are showing up to play this second half without a plan to hold on to their money.


     ~ Ed Slott, CPA, America’s IRA Expert and Author of The New Retirement Savings Time Bomb

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  • Taxes may be the single biggest factor that separates Americans from their retirement goals.


    No single factor is more significant to your ability to live the lifestyle you’ve been saving for all of your life or to pass on your hard-earned savings to those you love. 


    ~ Ed Slott, CPA, America’s IRA Expert and Author of The New Retirement Savings Time Bomb

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  • You can complain about taxes or you can do something about them.


    The more you plan, the more you keep. I want you to have more, keep more, and make it last.


     ~ Ed Slott, CPA, America’s IRA Expert and Author of The New Retirement Savings Time Bomb


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  • Contribute or convert your current traditional IRA top a ROTH IRA, if you’re able.


    It’s the tax deal of the century that allows you to stockpile case in your retirement account income-tax-free for the benefit of you and your beneficiaries 


    ~ Ed Slott, CPA, America’s IRA Expert and Author of The New Retirement Savings Time Bomb


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  • Time is running out – Take Action!


    1) Learn from history – “Taxes will increase, leaving you with less when you’ll need it the most – in retirement.”


    2) Remember “The Secret” – “Move your money from accounts that are Forever Taxes to Never Taxed.”


    3) Ed Slott’s Always Rules -Always pay taxes at the lowest rates. Tax-free is always better.


    ~ Ed Slott, CPA, America’s IRA Expert and Author of The New Retirement Savings Time Bomb


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