Take a STEP: How to Have Tax Free Retirement Income for Life (Here's to the Good Life)

Take a STEP: How to Have Tax Free Retirement Income for Life (Here's to the Good Life) by RoosEvans CFP, C, Joseph. paperback edition. ISBN: 9781727721775.

Updated for 2026 to include details on the One Big Beautiful Bill! Are You Racking Up an IOU to the IRS? Do you know what income taxes will be next year? In 5 years, 10 years, or in 20 years? Probably not! In fact, no one does. But if you did, planning financially for the future would be a whole lot easier. What we do know is that the U.S. income tax brackets have literally been all over the board throughout the past century - with the top bracket exceeding 90% in some years. If you are currently in the top income tax bracket (which is 37% as of this writing), you may think that the government has its hands on a significant portion of your income. But the reality is that, over the past decade or so, the U.S. has been experiencing a historically low tax environment. But just wait. This low tax rate environment wont last forever. And given the fact that we’re gearing up for a financial storm of epic proportions, your retirement income and your savings could be on shaky ground. So, if you dont know what your tax rate will be in the future, how will you know if youll have enough net income to fund your lifestyle in retirement? The answer is - you dont...unless you take control of your future income out of Uncle Sams hands and put it into your own. That’s exactly what this book is all about. By following the strategies you’ll learn here, you can literally – and legally – take yourself out of the “tax zone,” and into the 0% bracket. So why wait like a sitting duck for the government to dictate how much of YOUR money they’re going to take away from you? By using the exclusive STEP plan (Strategic Taxation Evaluation Process) and Ultimate Asset Strategy (UAS), this book will show you exactly how you can get around tax hurdles, and how you can take control of your retirement income and keep more - much more - of it in your own pocket…because your financial future depends on it. And it’s never too early to do something about it.