Solving the Tax Dilemma All Americans Face

All Americans face a tax dilemma. It doesn’t matter what income bracket you’re in, there are unnecessary taxes that each of us can end up paying inadvertently. The reason most people face this dilemma is a simple lack of knowledge. In today’s broadcast, Doug Andrew shares essential insights for identifying the problem at hand as well as examples of people who have incorporated proven solutions. Here’s your opportunity to draw upon Doug’s 40 plus years of experience as a tax strategist to ensure you’re not putting more money in Uncle Sam’s pocket than you absolutely have to.

Check out some of the the subjects Doug covers in this episode:

  • Why do so many financial and tax advisors miss some of the simple solutions that exist within the IRS code?
  • What does the latest tax reform mean for your financial future and what sections of the IRS code remain unaffected?
  • Even thought a vast majority of Americans choose to save for retirement in savings vehicles like IRAs and 401(k)s, there are still ways to accumulate, access and transfer your money tax free. Doug explains what they are.
  • There’s a world of difference between tax-deferred and tax-free. Learn how this can be of critical importance when it comes to your retirement nest egg.
  • Too many people are missing out on a fortune that could be theirs. Doug explains how he can pinpoint the problem areas in a matter of minutes, just by looking at their tax returns.
  • One of the biggest mistakes many people make in saving for retirement is assuming that they’ll be in a lower tax bracket. Doug offers convincing proof why this is no longer axiomatic.
  • And much, much more…

Start by visiting with a wealth architect today.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.