7 Tips to Get You Through a New Age of Retirement Planning

Forget what you've been taught about investing for retirement.

The income taxes you pay to Uncle Sam have followed an interesting trend over the past half century, and now it's changing the way I advise clients.

Here's some historical perspective: In 1964, the top income tax rate dropped from 91% to 77%. Tax rates continued to fall for the next 25 years, and by 1990, the top rate was 28%. Over the next 25 years, income taxes trended upward. Today, the top rate stands at 39.6%.

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Derek Overstreet, Investment Adviser
Owner, New Millennium Group

Derek Overstreet is an Investment Adviser who owns New Millennium Group in Utah. He believes a retirement plan should be built around safety and offer greater security for you and your loved ones. His team of financial planners provides comprehensive wealth management services designed to help you meet your investment goals.