It’s no question the nation’s roads and bridges are in need of serious repairs. According to the 2021 Report Card for America’s Infrastructure, over 46,000 bridges are structurally deficient, yet 178 million trips are made over these bridges every day.

Yikes!

We won’t debate the politics of the impending infrastructure bill being discussed in Washington. Still, any reasonable person would agree it’s time that politicians address the issue of infrastructure sooner rather than later. However, with all the other spending going on by the government, many of our clients have been asking:

“How are we going to pay for it all?”

Out of the many options the government has, one should be of great concern for individuals nearing retirement – the taxing of your 401K and other retirement benefits. It’s why I often warn my clients their portfolio isn’t worth what they think it is, and I work with them to position themselves for a tax-free retirement.

If you, too, are concerned about future taxes on your retirement, give us a call today at 513-563-PLAN (7526) or book online here and set up an appointment. We’ll go over your assets and discuss how you can position yourself for a tax-free retirement.

Regards,
Nikki Earley, CFP®