INCOME PLANNING

/INCOME PLANNING

Bad News About Qualified Investing

GoodNewsBadNews

•401k’s will be taxed on your gains.
•IRA’s will be taxed on your gains.
•Mutual funds will be taxed on your gains.
•Individual stocks will be taxed on your gains.
•Bonds will be taxed on your gains

When?
At the worst possible time in your life!

•At retirement: when you need them most! […]

Bad News About Qualified Investing 2016-12-01T18:27:06+00:00

Tax Bracket Planning

Taxes are the biggest obstacle in reaching Financial Independence. Reposition your existing money and future money from unnecessary Taxes. For more information on how to utilize Tax Bracket Planning and to take advantage of strategies that address these items just give us a call.

Tax Bracket Planning 2016-05-10T21:26:27+00:00

Kelm Qualifies for Prestigious “Top of the Table”

ToTPark Ridge, ILL. – Outstanding client service, best practices, and professionalism have enabled Chris Kelm of San Antonio, TX to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table—The Premier Association of Financial Professionals. Kelm is a 21-year MDRT […]

Kelm Qualifies for Prestigious “Top of the Table” 2016-12-01T18:27:06+00:00

Stability to Security with Index Crediting

FinancialFreeFinancial Freedom: Without Washington & Wall Street!

There are a few rules of investing that most people have heard of and can relate to in some way.  One of them is “Don’t Lose Money”.  This rule is so well-known that many have come to believe […]

Stability to Security with Index Crediting 2016-12-01T18:27:06+00:00

Don’t Pay Off Your Mortgage, Increase it! Bigger is Better!

Mortgage Equity can’t help pay for college expenses, vacations etc. or more importantly increase your retirement income. This isn’t what we were taught, the dream from most Americans is to have their mortgage paid off and the sooner the better. “Pay off your mortgage, reduce your debt and build […]

Don’t Pay Off Your Mortgage, Increase it! Bigger is Better! 2016-12-01T18:27:06+00:00

INSANITY

InsanityBorder

Doing the same thing over and over and expecting different results. This is how people or the Baby Boomers have been doing it and it hasn’t worked. Insanity has been a pattern for the past 28 years, especially for the Baby Boomers […]

INSANITY 2016-12-01T18:27:06+00:00

“Single Biggest Benefit in the Tax Code”

“Single Biggest Benefit in the Tax Code” [transcript of Ed Slott tax advisor speech] Let’s switch gears to another way to eliminate huge taxes: life insurance. Just so you know I say it on every program, I do not sell life insurance, I do not sell stocks, bonds, funds, annuities. I am a […]

“Single Biggest Benefit in the Tax Code” 2016-12-01T18:27:09+00:00

Tax-Efficient INCOME PLANNING!

Tax-Efficient INCOME PLANNING!

The New Tax Laws WILL AFFECT you now and in Retirement!!!!! Affordable Care Act

Your Income Taxes/Capital Gains (DOUBLE TAXATION) Can be your Biggest Annual Expense

Do you believe tax rates are going up in the future?

Are you concerned with the thought of out living your Money?

How much income […]

Tax-Efficient INCOME PLANNING! 2016-12-01T18:27:09+00:00