Retirement & Tax Planning
Explore how retirement income, annuities, taxes, liquidity, and legacy goals fit into one coordinated financial system. These resources help readers evaluate distribution strategies and build income they can rely on without losing sight of flexibility and family wealth.
In today’s show, we have a “fireside chat” with a client who is using Privatized Banking to invest in real estate. Here’s a real-life example of using Privatized Banking as a 401k alternative. Why? To gain control, build wealth, and create protection for his family along the way. Where Does Privatized Banking Fit into the Cash…
Although Trump’s Tax Reform cut taxes in many ways, millions of Americans will see taxes increase in 2018. The lower standardized deduction and the $10K cap on deductions for SALT (State and Local Taxes) will primarily affect those in the upper-middle to mid-upper class. Consequently, tax planning is becoming a growing priority for an increasing…
If you listen to the “financial experts” on tv or the radio, you will hear the typical blanket advice that you should put money into a 401(k). But the question is, does that advice apply to everybody? To get as much of an insider’s perspective as we could find, we interviewed Ted Benna, “inventor” of…
Trump’s tax reform has made a lot of big changes to the tax code. Because of the overhaul, our proactive tax team posted a series of blogs outlining the changes and what they mean for you. When we read them, we knew right away that we wanted to share them with you. So, we brought…
“Tax Empowered” vs. “Tax Scared” It’s time to stop tipping the IRS and pay less in taxes legally, from now on. No one likes paying the IRS, but are you letting the government steal from you? If you aren’t strategic, tax deadlines can feel like doomsday. You’re stuck with hating that you pay so much…
Do you know if you’re maximizing your business tax deductions? If the thought of the new year brings you tax anxiety, you’re not alone. Many business owners fear tax season and the “day of reckoning” when they find out how much they owe to Uncle Sam. No one likes to part with hard-earned dollars or…
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