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INCOME PLANNING 2017-02-15T14:58:28+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 [...]

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 [...]