…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, You Can Live Tax-Free in Retirement!
Judy Carlson, CPA
CEO & Founder
CORAM DEO FINANCIAL
“Simply Live Tax-Free”