Tax-Free Income

Taxes are a necessary part of our financial lives, and it’s important for every American to pay their fair share. However, it’s not fair for the average American to pay a much larger proportion of their income in taxes than the super-rich does, especially in retirement. Everyone is looking for some sort of Tax-Free Income.

It’s no surprise that most of the wealthy individuals seem to have all the secrets when it comes to paying minimal taxes, which can be frustrating for the rest of us.

In fact, the super-rich in America’s top one percent save over $160 billion in taxes each year.

From a distance, this may seem unfair but it’s important to remember that the super-rich have planned for this. In an unstable market, they are unlikely to be affected by the fallout.

The super-rich have two things figured out really well.

1. How to not pay taxes using the laws written in the Internal Revenue Code

2. How to minimize the effects of a bear market, while riding the wave of a bull market

How would you like to employ some of these same strategies? Well, here is the good news for you! These very same strategies used by the ultra-wealthy to reduce their tax burden can also be used by average Americans, especially when it comes to retirement planning.

In fact, there are several techniques that you can use to take advantage of tax shelters, reduce your tax burden while maximizing your income,

And I can show them to you!

With the right planning and guidance, you can minimize your tax burden, increase your net spendable income, secure your financial future, by the use of tax-free income through properly designed life insurance.

Contact me by using any of the following methods:

  1. Complete the form for General Life Insurance
  2. Complete the form for Business Plans
  3. Complete the form for Tax-Free Retirement Income
  4. Call or text me at 805-300-1769
  5. Email: [email protected]
  6. Book time on my calendar:
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