Categories: Tax planning Education

Tax planning Education means different things to different people.

— A CPA/accountant/EA typically thinks of tax planning as doing a tax return for a client and sending them the bill for the taxes due. Some might recommend a SEP IRA or SIMPLE Plan, but they typically do not deal with real tax planning

— An attorney thinks of tax planning as doing someone’s living trusts so the client can maximize estate tax exemptions

— A financial planner/insurance advisor typically thinks of tax planning as the use of a 401(k) plan.

Retiring Without Risk - Finding Shelter

Retirement Life

To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video. If you would like a multi-page brochure explaining the benefits of Retirement Life™, please click here to email us or phone 704.464.2426. To sign up for a free consultation or to just get more information click here. Project Description Why use RL to build …

Retirement Life Read More »

Couple on the beach at sunset

Guaranteed Income

If you have an interest in learning more about these products and the best available products in the marketplace, please click here to email us or phone 704.464.2426. To sign up for a free consultation or to just get more information click here. Project Description Thank you for your interest in the 7% return (accumulation value) …

Guaranteed Income Read More »

Scroll to Top