I've identified 7 Tax Traps that obligate you to a lifetime of incomes taxes. You may be subject to taxes of as much as 80% of the value of your accounts! This course puts a spotlight on the reasons for these taxes and provides strategies to help reduce them.
Enroll NowThe newest changes in our tax laws have created an unparalleled opportunity to save a lot of money for the rest of your life! I want to teach you the simple steps you can take to dramatically reduce your lifetime taxes.
I’ll show you how to legally pay less income taxes over your lifetime. You may be able to retire earlier, but you’ll certainly have a better lifestyle for years to come when you implement a few simple strategies that allow you to pay less income tax.
But I’ll warn you – you didn’t get into the problem overnight and you won’t get out of it overnight. Unfortunately, this is not an issue that’s going away on its own.
Are totally within the guidelines established by the Internal Revenue Service
Utilize the tools that Congress has already provided
Don’t require you to buy financial products to get the desired savings
Will save tens of thousands, even hundreds of thousands in income taxes
I’ve created an educational course so that I can go even deeper than the book. Let’s face it, not many people want to take the time to read a lengthy book about finance or taxes!
My brand new ‘Escaping the Tax Traps’ educational course will cover the most important things I’ve discovered after working with so many others that had these tax problems. See Course Syllabus.
Four separate online modules that combine video and audio (15 to 25 minutes each)
A Personal Worksheet to complete during class that will help you evaluate your best course of action
A convenient online login to access the materials at your convenience and pace
No financial products to purchase from me or anyone else
Learn how to implement specific strategies that will reduce your lifetime taxes.
Pay significantly less taxes for the rest of your life
Create tax-free income for retirement
Reduce, or completely eliminate forced taxable distributions in retirement
Make sure that your heirs pay less taxes too.
After a thirty-two year career as an independent financial adviser, I sold my practice and focus my business interest, experiences and efforts toward helping people invest wisely within their company retirement plans and alerting savers of the large tax obligations that are built into their retirement accounts.
This class will build a foundation of understanding about why the problems exist and the faulty micro thinking that creates the popular paradigms.
Why this is an urgent issue
Unintended consequence of your 401k
Five factors that created the paradigms
Interactive worksheet you can download for your personal use
This class will include content, examples, worksheets and activities to help you gather the relevant information about your personal situation. You’ll be able to use this info after you’ve learned the details and mechanics of the third class.
The impact of paying lower taxes
The Tax Traps
Impact on Social Security and Medicare
Impact on medical costs and all retirement spending
Tips, Worksheets and Warnings
This class is designed to provide you with enough detail to allow you to begin taking action, and provide talking points for your tax preparer or financial advisor.
Specific details of three easy to implement basic strategies
Tips, Worksheets and Warnings to keep you within the boundaries
Because this ONE can do amazing things to help you reduce your taxes, I’m devoting the entire session to it.
Specifics on a simple but detailed strategy
Tips, Worksheets and Warnings
You’ll be prepared for a conversation with your financial advisor and/or tax experts once you’ve gone through the modules of this course and completed your own personal interactive ‘Strategies’ worksheet.
I’ll teach you what you need to know. Don’t worry, I’m accustomed to teaching clients in a way that doesn’t overwhelm them with financial terms and a ton of spreadsheets.
If the concepts prove out, the hourly wage for your two hours invested will be HUGE!! If I’m able to share strategies that you use, on your own or with your advisor, that reduce your lifetime taxes by just $30,000 we will have both accomplished much.
Fulfillment Policy: 100% refundable if you purchase the consulting service within ninety days of purchasing this course. Otherwise, no refunds offered on educational materials.