Welcome to the SureWealth Solutions Book Bonus Content

Taxes: Harvest vs. Seed

Interest from a flat tax account
Paying taxes annually

Qualified Plan

Paying taxes upfront: will I pay less taxes?
Deferring taxes: how much more will I pay?

Tax History

U.S. tax history 1913-present

Volatility Buffer

What would my assets look like with losses?
What would my assets look like without losses?

Sequence of Returns

If I lose money near retirement will I still have enough?