With the Advanced Financial Freedom Plan™ you can:
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.
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.
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.