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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!
Ed and James are joined by real estate mogul, Entrepreneur & best-selling author, Krisstina Wise. Ed, James, and Krisstina discuss the importance of having...
Selecting a financial advisor involves more than just investment management. It’s important to understand their compensation structure—whether they charge flat fees, commissions, or asset-based...
Whoever you may share financial responsibility with whether it be your partner, your child, your parent, or someone else close to you, understanding their...