Western States Financial & Western States Investments - Corona , CA John Weyhgandt, Financial Coach & Advisor
 For more information, call now: (951) 371-7608
  • Home
    • Schedule an Appointment
  • Who Are We? . . . . and What We Do.
    • Western States Financial
    • Western States Investments
    • John Weyhgandt
    • Our Corporate Team
  • Interest or R.S.V.P. Event Request
  • Financial Services
    • Financial & Investment Management >
      • Individual Retirement Accounts
      • Annuities
      • Assets Under Management (AUM)
      • Estate Planning / Living Trusts
      • Financial Coaching
      • IRAs, IRA roll-overs, Roth IRAs, Simple IRAs & SEP IRAs
      • Club vs. Swing
    • The U.S. Debt Clock
    • Tax Information >
      • 2024 Federal Tax Brackets, Tax Rates & Retirement Plans
      • 2023 Federal Tax Brackets, Tax Rates & Retirement Plans
      • 2022 Federal Tax Brackets, Tax Rates & Retirement Plans
      • 2022 State of CA Tax Brackets
      • 2024 Retirement Plan Contribution Deadlines & Limits
      • 2023 Retirement Plan Contribution Deadlines & Limits
      • 2022 Retirement Plan Contribution Deadlines & Limits
  • Insurance Services
    • Life Insurance
    • LIRPs >
      • Indexed Universal Life
    • Long-Term Care
    • Medicare
  • Social Security
  • Forms, Learning & More
    • Forms
    • Questionnaires
    • Learning About Money >
      • 3 Buckets of Money
      • 3 Type of Purchasers
    • Videos
    • Privacy Policy & Terms of Use
  • Contact Us
HOW MUCH MONEY DO YOU HAVE 
​
​in the 
TAX-FREE Bucket for your Retirement?


​Your Taxable Bucket contains:
​
  • Your Income / Paycheck
  • Your Savings Accounts
  • Your CD's
  • Your Bonds
  • 1099 Income
    • ​1099 - DIV
    • ​1099 - G
    • 1099 - INT
    • 1099 - NEC
  • Etc...

​Your Tax-Deferred Bucket (Postponement of Taxes) contains:
​
  • Your 401(k)s
  • Your 403(b)s
  • Your 457s
  • Your IRAs
  • Qualified Money
  • ​Etc...

Your Tax-Free Bucket contains:
​
  • Any Municipal Bonds*
  • A 529 Plan (Education)*
  • Your Roth IRAs
  • Your Life Insurance
  • Your LIRPS / IULs

* Not completely Tax-Free

Now think about all your money, assets & investments...
​
How much 
money do you have in each bucket above?

Download this worksheet below to write down all your
accounts & amount of money that you have into
Your Personal 3 Buckets of Money Worksheet. ​

IF YOU DO YOU NOT HAVE ANY MONEY 
​
​in the 
TAX-FREE Bucket for your Retirement...
Schedule your FREE NO OBLIGATION TAX-FREE discussion here
Or at least consider the following few questions...
Shouldn't  I be at least a little worried? 

Yet if I'm not too worried at this point, then try asking yourself these questions and    see if you have the answers.

Be honest, and don't be overly optomistic or in denial that everything will be just fine.

1) How do I know that I will have enough money to last my lifetime?  Or when will it run out?  At what age?

2) How much will I be paying in Taxes during my Retirement? (since Taxes will be going up) 
Same tax bracket I'm in now?  Or without all my Deductions, will I be in a higher tax bracket then?

3) Could I possibly need long-term care?  To what age have my parents, family & relatives been living to?
How old willdo I think that I or my spouse live to?  Could I afford Skilled Nursing Care or will I be living where I did not want to end up?  At a State run Convalescent Home?
​
4) Could I possibly have to change my lifestyle in my golden years due to less income?  Less money, less vacations, less dining out, less being able to do what I want, when I want, how I want and where I want?

5) If you only have your 401(k)s & IRAs, is enough invested in there?  How much do I need to have monthly during retirement to live on?  And how long will it last before I run out?

6) How much in Taxes will you have to pay to withdrawl from your 401(k)s or IRAs or your forced                                            Required Minimum Distributions that were at 70 1/2 yrs. old (now @ 72 yrs. old) per the Government?

So what did you discover?
Some of the above questions are concerning... Aren't they?  
​So how much money do you have in your TAX-FREE Bucket for your Retirement that will never run out?
I need to book my TAX-FREE NO OBLIGATION APPOINTMENT NOW!
Or just pick up the phone & call us at:

(951) 371-7608

 Right now. Don't wait.
YOU WILL BE GLAD YOU DID!

CONNECT
​WITH US:

WSF Facebook
Missed Fortune - Financial Advisor

CATEGORIES:

​About
Financial Services
​Insurance Services
Forms

Questionnaires
Resources
Videos
​


PROUD MEMBER OF:

Picture
Picture
Picture
Picture
Picture

LOCATION:

Western States Financial
​Western States Investments

2275 S. Main Street, Suite 103
Corona, CA 92882
Ofc: (951) 371-7608   Fax: (951) 371-7084

Email: [email protected]
​Email: [email protected]

​Appointment: John Weyhgandt - Online scheduling (oncehub.com)


© 2024 Western States Financial &  Western States Investments.  All rights reserved.