Corporate ExecutivesPlease take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.
|
|
|
Executive BonusSaving more money for your own retirement with tax-deductible corporate earnings without including your employees because you can't afford to include everyone on your payroll. So what's the solution? Section 162 and Section 7702 of the tax code. Watch this video to learn more about how these parts of the tax code can be used to your advantage.
Request a Free Consultation |
|
|
Private Equity BankingWhenever we purchase anything with a credit card or borrow money to buy something we pay more in interest to the bank than we earn on our own savings or investments. So we pay more money to borrow money than we make saving money. So what can we do? Become our own bankers and profit from our own borrowing. Watch this video to learn how.
Request a Free Consultation |
|
|
IUL Cash ReserveThose of us who have accumulated substantial wealth will often protect our capital assets from tax liabilities, market devaluations and liquidity demands by funding a cash reserve asset that is guaranteed to grow without taxation or investment risk. Watch this video to learn more about a cash-reserve asset that allows us to access our money tax-free whenever we need cash.
Request a Free Consultation |
|
|
Rollover AnnuityThe money we keep in a 401k, 403b, or IRA is typically charged fees of 1-2% for administrative services and management expenses in any given year. It may not seem like much but those deductions can be very costly because every 1% we payout in fees each year will leave us with 20-30% less money at retirement potentially costing us hundreds or thousands of dollars a month during retirement. Watch this video to learn how an IRA rollover can be your solution.
Request a Free Consultation |