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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 episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity...
Join experienced financial advisors, Ed and James, as they discuss the world of finance, sharing their personal experiences and observations from their clients’ financial...
2020 has been an unprecedented year in many ways, including the amount of questions we have received from our clients regarding how the market...