Rule #1: Tax rates will go up by 2030. The Fed needs huge sums of money to pay for unfunded obligations, so taxes will have to go up; otherwise, the country will go bankrupt. Rule #2: In a rising tax environment, there is a mathematically perfect…
The 12 Rules of Tax-Free Investing (Updated and Revised) Read More »
David kicks off the conversation by laying out the 3 basic Life Insurance Retirement Plans (LIRP) and how you can find the best one for your particular situation. For David, an LIRP is like marriage – it’s a long-term commitment that you only ever…
Which LIRP is Best For You? Read More »
An SPIA provides a savvy approach to guaranteed income for life, but many Americans aren’t investing in them due to three common concerns.
Why Americans Aren’t Using the Best Approach to Lifetime Income Read More »
David kicks off the conversation by revealing that tax rates will revert to where they were in 2017 – you have only four years to take advantage of the historically low tax rates and do a Roth conversion. David explains that most people will try…
The Roth Conversion Mistake That Could Sink Your Retirement Read More »
David starts the conversation by pointing out that more and more financial experts are convinced that tax rates will rise dramatically to pay for unfunded obligations in the future. One way to protect yourself against rising tax rates is to do a Roth…
The Top 5 Ways to Protect Yourself from Higher Taxes Read More »
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