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If you are a small business owner or independent contractor with a high income who is tired of paying the government too much in taxes, you need to watch this! This little-known, IRS pre-approved retirement plan called The Defined Benefit Plan, can save you more in taxes than you thought was possible and help accelerate your retirement timeline. In this first episode, we provide an overview of the plan and discuss how it could help you.
One of our clients who recently implemented the plan said “Instead of writing a check for $40,000, I am now receiving a refund.” That’s right, money back from the IRS. If you qualify, this strategy could mean tens of thousands of dollars back every year!
In this two-part episode, we explore some of the key benefits of using structured notes to generate income and growth in your investment portfolio,...
What should a financial advisor do for you? In this episode, we break down the key roles of a financial advisor—acting as a master...
You know interest rates are very low, and you’ve heard the rumors. They are expected to rise in the future. So what does this...