How To Use the Coming Tax Reforms to Your Advantage

Now that Congress has enacted a number of tax reforms, there is a window of opportunity that may be open for the next three to seven years. If you knew that you’d have an extra $3,000-$10,000 that wasn’t going to taxes, would you know how to put that money to the best use? Would you have an interest in learning if you knew that money that would have gone to taxes could mean an extra half a million to a million and a half dollars over the next 30 years? Think about the difference that could make in your retirement nest egg. It’s essential that you know what to do with that money that won’t be going to pay unnecessary taxes.

Here’s sneak peek at some of the strategies Doug covers in this episode:

  • Why is now a great time to look at getting your IRA and 401(k) funds repositioned? It has everything to do with whether your taxes will be lower or higher at retirement.
  • Learn why an investment in your financial understanding today can be worth a great deal more to you down the road.
  • What does it mean to optimize your financial assets and minimize your unnecessary tax liabilities? If you want to unlock your authentic wealth, these are things you must know.
  • Why is education beyond your college years such a necessity? Doug’s clients can attest that a willingness to keep learning and applying truth always pays off in the end.
  • If you’re not diversifying your money into superior financial vehicles, you’re letting opportunity slip through your fingers. Learn why there are better ways to save.
  • Which makes more sense to you, a farmer paying tax on the seed he buys in the spring or on the harvest he realizes in the fall? Your answer will show whether you understand the power of tax-free accumulation versus tax-deferred.
  • 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.