POZ Planning Process

Get to the 0% Tax Bracket
If you're like most Americans, the majority of your retirement savings is saved in Tax-Deferred vehicles, such as, 401(k)'s and IRAs. However, what happens to your ability to spend and enjoy your retirement savings when tax rates go up in the future? Did you know that there are many experts and economists that believe tax rates in the future would have to double - just to keep our country solvent? We believe there is only one way to protect yourself from the impact of higher taxes and that is to get to the 0% tax bracket. Why? Because is tax rates double, two times ZER0 is still ZERO.