Secret Tax Saving Ideas Your Advisors ARENT Showing You
What you’ll learn
Understand our National Debt situation today
Understand income tax rates and reporting
Identify up to 7 available tax free income sources
Learn how life insurance can generate tax-free income in retirement
Examine a real life tax reduction case study
Understand the surprising ‘pitfalls’ of large IRA and 401(k) accounts
Requirements
No experience necessary
Description
I’m Dave Spence and I’ve been a Certified Financial Planner for over 35 years . . . and a CPA for more than 40 years. I’ve helped thousands of Americans wisely manage their money!After those decades in the trenches helping others one-on-one, I decided to put my best advice for the ENTIRE DECADE of the 2020’s into this course, to help as MANY people as I could. And HERE’S WHY:Today, America is facing a financial TRAIN WRECK that most people don’t see coming at all.I’m talking about a PERFECT STORM that could FORCE our income tax rates to go UP & UP – PERHAPS EVEN DOUBLING – in order to deal with it.Some of the individual storms coming together are· Baby Boomers Retiring in Waves,· the Highest National Debt in our history, and· Shameful Political Gridlock and Greed in WashingtonCombine those with the highest inflation and highest interest rates we’ve seen in decades, and there’s an UNSUSTAINABLE SHORTFALL between what we take in and what we spend in the U.S.In the first part of this course you’ll learn that we have actually been here before in America, and that we used HIGHER TAXES to work our way back to normalcy.In the rest of the course, I’ll explain what you can do over the next several years to PREPARE and AVOID the higher taxes others will have to pay. It’ll be like having a CRYSTAL BALL when the course ends!You do not need to understand the Tax Code or be a financial wiz. I’m good at making things easy to understand. And I’ll happily answer your questions after the course!After I explain the basic concepts, I’ll show you a real-life example where a couple was able to reduce their projected future taxes by over $1 Million. You won’t want to miss that MASTER CLASS!I’m far from alone in the thinking that I’ll be sharing with you. You’ll also hear from national experts like best-selling author and blogger, David McKnight, America’s IRA Expert, Ed Slott, CPA, and former Controller of the United States, the Hon. David M. Walker at various points in the course.And the MOST IMPORTANT REASON you should take this course is THIS: The trusted advisors that SHOULD be talking with you about this AREN’T! If you use a Tax Professional, like a CPA, for your taxes or a Financial Advisor to help you with your investments, they are actually INCENTIVIZED to NOT tell you what you’ll learn in this course. And I’ll explain that in detail as well.So, if you can’t immediately name 7 different ways to ELIMINATE taxes in retirement, this course is for you. Enroll now – I can’t wait to help YOU next! Thanks!
Overview
Section 1: Tax Free Degree Overview video
Lecture 1 Introduction to Tax Free Degree courses
Section 2: Debt 101
Lecture 2 Debt 101
Section 3: Debt 201
Lecture 3 Debt 201
Section 4: Debt 301
Lecture 4 Modern WHAT?!
Section 5: Debt 401
Lecture 5 Debt 401
Section 6: Taxes 101
Lecture 6 Taxes 101
Section 7: Taxes 201
Lecture 7 Taxes 201
Section 8: Taxes 301
Lecture 8 Taxes 301
Section 9: Taxes 401
Lecture 9 Taxes 401
Section 10: ROTH 101
Lecture 10 ROTH 101
Section 11: ROTH 201
Lecture 11 ROTH 201
Section 12: ROTH 301
Lecture 12 ROTH 301
Section 13: ROTH 401
Lecture 13 ROTH 401
Section 14: LIRP 101
Lecture 14 LIRP 101
Section 15: LIRP 201
Lecture 15 LIRP 201
Section 16: LIRP 301
Lecture 16 LIRP 301
Section 17: LIRP 401
Lecture 17 LIRP 401
Section 18: Masterclass Case Study – A Real Life Example
Lecture 18 Masterclass – a real-life case study
Section 19: Closing Thoughts
Lecture 19 Closing Thoughts
Section 20: Talk with a TAX FREE TUTOR
Lecture 20 Contact Me Form
Section 21: Debt Resources
Lecture 21 U.S. Debt Clock – Updated Continuously
Lecture 22 The Peterson Foundation
Lecture 23 Interview with professor and economist Lawrence Kotlikoff, PhD
Section 22: Taxes Resources – Optional
Lecture 24 Compare your current taxes to inflation-adjusted historical tax bills
Section 23: ROTH Resources – Optional
Lecture 25 Summary of ROTH Rules – Courtesy of Charles Schwab
Lecture 26 Ed Slott’s website for IRA help
Section 24: LIRP Resources – Optional
Lecture 27 David McKnight compares Roth and LIRPs and makes his recommendation.
Lecture 28 David McKnight’s YouTube channel
Section 25: Master Class Resources – Optional
Lecture 29 Comparison Reports for Williams
Early- and Pre-Retirees with substantial savings in tax-deferred accounts (401k, IRAs, etc.)
Course Information:
Udemy | English | 1h 33m | 1.21 GB
Created by: David Spence, CPA, CFP, CLU, PFS
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