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Notes & Disclosures
1. Existing Approach: Calculations are based on maintaining your current Qualified Accounts (e.g., Traditional IRA, 401(k)). These accounts are funded with pre-tax dollars; taxes are generally owed on both principal and interest upon distribution.
2. With Adjustments: This model reflects a potential Roth conversion strategy. Roth accounts are funded with post-tax dollars, and qualified withdrawals are generally tax-free. This analysis does not represent a complete discussion of all benefits, limitations, or IRS requirements for Roth accounts.
Calculation Disclaimer: This analysis is for illustrative and educational purposes only and is designed to provide general information regarding potential tax scenarios. It does not constitute specific tax, legal, or investment advice. Projections are generated utilizing industry-standard calculation models based on current IRS guidelines and actuarial tables. Tax brackets in retirement may vary significantly from this hypothetical example.
Investment Advisory Services: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Wagner Wealth Management, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
General Website & Tax Disclosure: The content of this analysis is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Social Security Disclosure: Wagner Wealth is not affiliated with or endorsed by the Social Security Administration or any other government agency. By submitting your contact information, you provide your express consent to be contacted by a Financial Professional from Wagner Wealth to discuss retirement income strategies.