The 4 Essential Elements:Tax Planning
Taxes are life’s single biggest expense. Yet, like most expenses, paying taxes is a choice that you make. This is the principle of “The Net” which states, “It’s not what you make, it’s what you keep that matters.” It’s not that you get to choose if you should or should not pay taxes. It is, however, a matter of making Better, Smarter, Safer tax-efficient financial decisions.
The material in this section is designed to help you both grow and maintain your Tax Plan so you can Live more independent!
- The Cash-Balance Retirement Plan, A Tax Buster and A Retirement Booster - The Cash Balance Plan is a retirement plan designed to primarily benefit older and/or highly compensated business owners and highly Read More
- Is Your Trust Paying Taxes At A Very High Rate? Want To Fix That Problem? - In a recent study, we found that nearly 75% of tax & financial advisors use trusts for “Legacy Planning” initiatives. Read More