ARE YOU EFFECTED? - Retirement Plan Changes due to COVID-19
You DO have a choice about
how much Income Tax you pay
With the Advanced Financial Freedom Plan™ you can:
The world's first 'Advanced Financial Freedom Plan™' (a Tax Reduction & Income plan) that is guaranteed to create a financial benefit of at least 10X the fees... or it's FREE!
The Advanced Financial Freedom Plan™
For those that want to minimize their Taxes & maximize their Wealth...
We're helping people save millions in lost wealth
If you've worked all your life to accumulate wealth, then you know it’s not what you make but what you keep that matters most!
We offer tax efficiency planning with specialized strategies that allow you to truly discount your taxes! It is primarily a combination of strategies, not a product that requires specialized training.
We obtain massive long term tax reductions for our clients which, in turn, enhances long-term wealth!
Why do you need a tax planning professional and NOT just a CPA or accountant?
Why do you need a tax planning professional and NOT just a CPA or accountant? Well… the Gettysburg address is 269 words, the Declaration of Independence is 1,337 words, and the Bible is only 773,000 words. However … the tax
4 CARES ACT MISCONCEPTIONS
4 CARES ACT MISCONCEPTIONS The Coronavirus Aid, Relief and Economic Recovery Act (CARES Act), signed into law on March 27, includes several important retirement-related provisions. Because some of these provisions are confusing, several misconceptions about the new law have arisen.
IRS Clarifies COVID-19 Relief Measures for Retirement Savers
IRS Clarifies COVID-19 Relief Measures for Retirement Savers Monday, August 3rd, 2020By David Schlossberg, Tax Plan for Wealth, Inc The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed in March 2020 ushered in several measures designed to help IRA
Why you can’t afford to miss out on a Roth IRA
Why you can’t afford to miss out on a Roth IRA With a Roth IRA, you do have to pay income tax on your plan contributions (and/or Roth Conversions), but your investment earnings will NEVER be subject to income taxes
Specialist Service
The Advanced Financial Freedom Plan™ offers a wealth maximization service achievable by only 1% of advisors!
Tax Saving Solutions
By combining data, timing and technology, with the trust & integrity that comes from dealing with experienced tax consultants we solve the hard problems when it comes to optimal financial planning that no one else can.
Pay-Check For Life
We use a comprehensive data gathering process to provide you with a personalized TAX SENSITIVE income distribution plan for your retirement that provides a predictable paycheck for the rest of your life!
You're In Safe Hands
No lock-in, 100% fee transparency. Our multi-discipline advisors (financial planning, investment management & taxation qualified) work with zero bias to fiduciary standards.
Measured Performance
We’ll demonstrate the best way to maximize your SSI, balance your Required Minimum Distributions (RMD’s) and extract income in the most efficient way possible, all while avoiding the taxation nightmare.
Wealth Maximization
We start by extensively analyzing every unique tax structure based on your personal goals and the results you are looking to achieve. We factor in your capital & income requirements when striving to increase Net Wealth™.
"Financial Freedom is what we aim to achieve for all our clients using our tax efficient income methods. We have already helped clients save millions of dollars in lost wealth."
Questions & Concerns
What if you already have a financial advisor?
Most advisors are not trained & credentialed in taxation as we are. Even those that might suggest a Roth conversion cannot state with specificity when is the ideal time, what are the ideal amounts each year, and how such conversions will impact your wealth with an audit trail to substantiate it. Furthermore, advisors have an inherent conflict of interest in making such recommendations that can be difficult to overcome.
What if you earn a good salary - Do you need this plan?
Some folks are okay paying more in income taxes than required, but most are not. Wealth creation is not always about what you earn, it is more importantly about what you keep. The quote we like to use: “Some mistakes you only get to do once”. After that, it is too late to repair. We want to prevent you over-paying your taxes and permanently impacting your wealth.
When do you need to take action?
With the current tax bill currently in effect only going through 2025, taxes are currently “on sale”. To further complicate that, a political party that gained control of one branch of government has vowed to undo the tax sale.These plans will often require multiple years for a best case scenario, so the time to plan is NOW.