The last thing that I want to teach you this year is when and why to NOT grow your retirement accounts. Wait…since when is NOT growing your account value a good idea? Well, when there are two accounts, and the IRS only charges taxes on the lower one…..see where I’m going with this? You are going to love this strategy, and I’ll also introduce you to Bobby Alford who is the very first CMP (Certified Merit Planner) graduate from our new Renovating Retirement College. Just another strategy that may cut your taxes in half!
About Charlie Jewett
Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate, and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with a tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.
About Bobby Alford
Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent ten years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point, he found Charlie Jewett and learned how to truly impact a person’s financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.