Secret Tax Saving Ideas Your Advisors ARENT Showing You

Financial Planning Expert’s Guide to Saving Thousands in Future Income Taxes – Each & Every Year!
Secret Tax Saving Ideas Your Advisors ARENT Showing You
File Size :
1.21 GB
Total length :
1h 33m



David Spence, CPA, CFP, CLU, PFS


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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

Secret Tax Saving Ideas Your Advisors ARENT Showing You


No experience necessary


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!


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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