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Welcome to your digital version of the Divorce the IRS Retirement Kit

View and download resources from the Divorce the IRS Retirement Kit and learn how to set yourself on a path to a tax-free retirement.

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Divorce the IRS: How to Defuse Your Biggest Tax Time Bombs Before You Retire

401(k)s. IRAs. You think you’re saving money on taxes. But what you’re probably doing is accepting a loan from the IRS—a loan with terrible terms that will come due when you need your money the most: in retirement!

 

This highly popular book will show you exactly how to avoid or defuse these tax time bombs step by step so you can make the rules work in your favor and turn the tables on the IRS.

Divorce the IRS: How to Defuse Your Biggest Tax Time Bombs Before You Retire

401(k)s. IRAs. You think you’re saving money on taxes. But what you’re probably doing is accepting a loan from the IRS—a loan with terrible terms that will come due when you need your money the most: in retirement!

 

This highly popular book will show you exactly how to avoid or defuse these tax time bombs step by step so you can make the rules work in your favor and turn the tables on the IRS.

DEFUSE YOUR

BIGGEST TAX TIME BOMBS!

Have you ever noticed that the words ‘The’ and ‘IRS’ spells – Theirs?  It doesn’t have to be that way though, not completely anyway…

 

Most Americans are saving into tax-deferred accounts like IRAs and 401(k)s.  What many don’t realize is that they are creating a series of tax time bombs for themselves, just waiting to explode when they least expect it and need their money most!

 

I have been helping people with tax-free retirement planning for over 20 years now, as an independent fiduciary financial advisor. What I find is that most Americans fail to create (or keep) real wealth. It’s not that they plan to fail, but that they fail to plan.

 

If you would like to see if working together on a comprehensive financial plan might be right for you, so you can avoid any future tax time bombs waiting for you, fill out the info for a friendly ‘get to know you’ strategy session.

Jimmy’s book was featured on the Author Hour podcast. Listen to the interview with Jimmy about the book here!

PROTECT YOUR RETIREMENT SAVINGS FROM THE IMPACT OF RISING TAXES.

02 YEARS 04 MONTHS 17 DAYS 

UNTIL TAXES GO UP

*This is when the Tax Cuts and Jobs Act expires.

SCHEDULE AN INTRODUCTORY MEETING

Wondering if you are on the right track? Schedule a free introductory meeting that can only lead to good news! If you are doing everything right, great! If we discover that there are areas you may be able to improve, great as well!

Step 1 of 2

Case Study: Mike & Jen are Ready to Retire

Both are age 62 and ready to retire; it’s time to make important decisions. When should they start Social Security? Can they afford to retire right away? How will they create income from their savings? Did they save enough?

Case Study: Mike & Jen are Ready to Retire

Both are age 62 and ready to retire; it’s time to make important decisions. When should they start Social Security? Can they afford to retire right away? How will they create income from their savings? Did they save enough?

Case Study: Bob & Betty Find Conventional Wisdom Seldom Wins

Bob and Betty are looking forward to retirement and have big plans. They want to get as much out of their retirement- and their savings – as possible. Their financial advisor suggested “conventional wisdom” was the way to go, but our analysis proved otherwise.

Case Study: Bob & Betty Find Conventional Wisdom Seldom Wins

Bob and Betty are looking forward to retirement and have big plans. They want to get as much out of their retirement- and their savings – as possible. Their financial advisor suggested “conventional wisdom” was the way to go, but our analysis proved otherwise.

Mythbusters: 5 Common Beliefs about Social Security that Simply Aren't True

Some of these lead Americans to make Social Security claiming decisions that negatively impact the value of their benefits over time. Below are a handful of common beliefs about Social Security that simply are not true. It’s important to carefully consider the truth about these myths when crafting your retirement benefit claiming strategy.

Mythbusters: 5 Common Beliefs about Social Security that Simply Aren't True

Some of these lead Americans to make Social Security claiming decisions that negatively impact the value of their benefits over time. Below are a handful of common beliefs about Social Security that simply are not true. It’s important to carefully consider the truth about these myths when crafting your retirement benefit claiming strategy.

How much more can you get in retirement?

From the financial advisor, international speaker, and author of Divorce the IRS, welcome to Quickstart, a “quick start” to making wise decisions about your retirement planning. By entering just a few pieces of information related to your financial picture, you can determine if there are smarter ways to maximize income for you in retirement.

Get more income. Save on taxes.

And make your money go even further in retirement.

Are you married?
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Example: 45
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How old is your partner?
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At what age do you plan to retire?
Example: 62
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Annual Contributions:
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Drag Slider to Enter Monthly Spending
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Taxable Exempt Balance
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Fill in a few details in the form to the left and find out if you can make your money last longer in retirement.

A “must have” personalized analysis that will show you how much more money you could get in retirement! It takes less than 5 minutes and you may find a lot more than you realize.

How we do it!

Traditional “rules of thumb” and “conventional wisdom” used by almost every large financial services company and by advisors, are usually wrong!  Let us show you how maximizing your social security strategy plus smart income management and a tax-efficient withdrawal sequence can potentially add more longevity to your portfolio in retirement.

Quickstart helps you answer!

Have peace of mind knowing your money stays with established institutions you can trust:
Pershing-Transparent
Capital-Transparent
Fidelety

Rescue Your Retirement Income!

Securities offered through Intervest International Equities Corporation, Member FINRA/SIPC.

 

Advisory Services offered through Intervest International, Inc. an SEC Registered Investment Advisor.

 

Intervest International Equities Corporation (IIEC) is registered to conduct securities business in all fifty states and the District of Columbia.

 

Intervest is licensed to sell insurance in all fifty states and the District of Columbia.

 

Intervest International, Inc. (III), Registered Investment Advisor, is registered with the SEC and has filed to do business in the District of Columbia and in all states except Vermont, and Wyoming.

 

By using this site you agree to be bound by the terms of service defined therein. Retiree Inc. and its affiliated entities are not responsible for any loss that may result from utilizing a withdrawal strategy suggested through this site. Investing involves the risk of loss of capital. Retiree Inc. makes no guarantee as to the performance of any of the instruments or strategies used. By using this site, you are agreeing to the terms of this disclaimer and waive any and all rights to any damages for any investment losses sustained hereafter.

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