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Tax Strategies

The Overlooked Consequences RMDs Could Have on Your IRA and 401K.

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Turning 72 may not be a big deal for you.
But it will be for the IRS.
This is the year when Required Minimum Distributions kick in …
And you’ll be forced to start withdrawing money from your IRA and 401K …
To ensure Uncle Sam finally gets his cut. And the financial consequences … could be more than you know!

Four Social Security Surprises

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You may know how much money you’ve saved for retirement … But do you know how this money will get taxed … when you retire? Not all retirement income is treated equally … Because different sources of income could get taxed higher than others. Learn how your retirement savings could get taxed in retirement …

Want a Retirement Free From Financial Stress?
Book Your Free TaxSmart™ Financial Review Today.

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Download the Top 10 Mistakes That Increase Your Taxes

In this free report, you’ll learn…

  • Why being passive and having no plan of action for your taxes can kill your retirement.
  • The amount of money you can save with tax planning. (HINT: It’s often at least 5 figures.)
  • What the top 10 most common tax mistakes people make are and how you can avoid making them.

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Danielle Christensen

Paraplanner

Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.

Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka.  In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!