The vast majority of wealth and assets of pre-retirees are held in tax deferred codes such as the 401K and IRA. If you fall under this category, you are exposed to future tax risk and increases. The Individual Retirement Arrangement (IRA) leads you to believe it's your individual account. In reality its part yours, part the IRS. The IRS gets a guaranteed stream of taxes from it for the rest of your life. Use the link below to schedule a meeting today.