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Tax Prep or Tax Plan?

Tax Prep or Tax Plan?

Your tax preparer is helping reduce your taxes this year: Bigger refund or pay less taxes More money in your pocket today They want your business again next year Who is planning your lifetime taxes? Postponing your taxes today may cost you dearly in taxes during...

Your IRS Tax DEBT

Your IRS Tax DEBT

You go into IRS Tax DEBT every time you contribute to your 401k, IRA, 403b, or SEP. When you take out a loan and go into DEBT, do you know? Interest rate Payment terms Penalties When you make a 401k, IRA, 403b, or SEP contribution and go into DEBT with the IRS for...

Share Your 💰 With the IRS?

Share Your 💰 With the IRS?

This circle represents all your retirement assets. What % do you want to share with the IRS in retirement? Most Americans are "set-up" to share 30-40%, and they don't even know it! Ready to move your needle? Let's talk. Remember, You Can Live Tax-Free in Retirement!...

529 and the Death of Your Miracle

529 and the Death of Your Miracle

Einstein's miracle of compound growth only works when it is UNINTERRUPTED. You diligently save for your child's college education. Just when the compounding really takes off, you transfer your miracle to the college or university. "Compound growth...he who understands...

You’re Paid 5th. You Good❓

You’re Paid 5th. You Good❓

You're paid 5th on distributions from your tax-deferred plans (401(k), IRA, 403(b), SIMPLE, Solo, SEP, etc.). 5th you say? Federal taxes – ordinary income rates at the time of withdrawal State taxes Taxes on Social Security benefits – did you know this? Increased...

Your Money is Leaking Out…

Your Money is Leaking Out…

...and you don't even know it! We call them wealth transfers. There are 36 of them. They are ways we unknowingly and unnecessarily transfer our wealth to the IRS and financial institutions. If you could plug your money leaks, when would you want to start? Remember,...

Repack Your Bags! 🎒🏔

Repack Your Bags! 🎒🏔

If you only pack your bags to reach the top of Mt. Everest, what's going to happen to you on the way down? The IRS, financial planners, Wall Street, financial institutions...they are all helping you ascend the mountain during your accumulation years...and making a lot...

The IRS ❤️❤️❤️ You!

The IRS ❤️❤️❤️ You!

Taxes are owed on every dollar in your tax-deferred plans (401(k), IRA, 403(b), SIMPLE, Solo, SEP, etc.). If you are in a 30% tax bracket, the IRS owns 30% of your plan balance. As you make contributions and watch your money grow, the IRS watches their money grow. The...

This Year is Going to be a Blast!

This Year is Going to be a Blast!

Together let’s pull the covers off concepts we never knew existed, to discover hidden tax gems that will turn your world upside down and propel you toward tax-free living in retirement. If you could have an extra $40,000 annually of tax-free spendable cash flow in...