In The Media - Warren Wealth Management & Tax Planning

The Marcus Warren Show Podcast

Hear Marcus Warren discuss all things financial services, including how to help protect your retirement savings from high taxes, risky markets, and more!

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Women & Wealth:

NAVIGATING LIFE’S TRANSITIONS

Drawing from real-life stories and expert insights, the book explores the common pitfalls that newly single women often experience, including managing sudden financial independence, understanding and dividing assets, and rebuilding credit. It delves into the psychological impacts of these transitions and offers strategies for overcoming emotional barriers to financial planning.

This comprehensive guide is tailored specifically for newly single women facing the financial and emotional challenges of life after divorce or the death of a partner, offering not just a financial roadmap but also emotional support to empower women during these challenging transitions.

The Tax Playbook:

7 STEPS TO PROTECTING YOUR IRA/401(K) FROM THE COMING TAX STORM

The United States is over $30 Trillion in debt (and counting). Every day, 10,000 Americans turn 65 and start collecting Social Security & Medicare. A former U.S. Comptroller General describes our entitlement system as “fiscal cancer.”

In 1935, 42 people paid into Social Security for every person who received a check. Now, there are less than three people paying into the system for every person receiving a check.

And although Congress recently lowered federal income taxes, the trend suggests strongly that rates could return to levels we haven’t seen since the 1970s. If you have money in a 401(k), 403(b) or IRA, you could stand to lose far more than you think to federal and state income taxes.

In this book, Financial Planner and Tax Enrolled Agent Marcus Warren details not only the threats you face but also strategies that can free your retirement savings and Social Security benefits from the grip of the IRS.

The Retirement Playbook:

STRATEGIES FOR HELPING PROTECT YOUR RETIREMENT SAVINGS FROM HIGH TAXES AND ROLLER COASTER FINANCIAL MARKETS

People of your father’s generation worked for one, maybe two companies their entire life. When they retired, they received a pension and Social Security. In other words, they had guaranteed income for life. Storms like inflation, stock market volatility and taxes rarely affected them. But this is not your father’s retirement — you have a different playbook to follow.

Financial Planner and Tax Enrolled Agent Marcus Warren offers insightful strategies to help develop your Retirement Playbook and help protect your retirement from the forces that await.

Check out the Latest Tax Information

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at (502) 339-8255 (Louisville) or (317) 735-8377 (Indianapolis).