Riddled With Risks

Riddled With Risks

Your Wealth Distribution years begin when you decide to slow down or stop working and you transition from saving money to spending the money you have saved. Most people are simply unaware of the risks they face with their money once they start spending what they’ve...
$27 Trillion | $24 Trillion

$27 Trillion | $24 Trillion

National Debt = $27 Trillion Tax-deferred Money = $24 Trillion Ever wonder why “They” don’t talk about the National Debt? If you would prefer not to subject your 401k, IRA, 403b or SEP to the Government’s solution to the National Debt, then perhaps you should pay your...
Start with the End in Mind

Start with the End in Mind

Most American taxpayers spend 40 years working hard to save money for retirement, usually saving their money into accounts recommended by their financial professionals.  Most folks get ready to “spend down” their hard-earned savings in retirement with very little...
Get Out of Tax Jail

Get Out of Tax Jail

Sadly, most American taxpayers are completely unaware of what is going to happen to their hard-earned money in retirement. If you are sending income to your retirement through an IRS 401k, IRA, 403b or SEP plan, you are in for a very rude awakening. You are in debt to...
Income or Cash Flow in Retirement?

Income or Cash Flow in Retirement?

Income or Cash Flow in Retirement? If you are retired… Not working… Not earning money… Why are you reporting income on your 1040? And paying taxes on it? The US tax code does not require you to file a tax return…if you don’t have any income. Distributions from all...