Secret Tax Saving Ideas Your Advisors AREN'T Showing You!

Financial Planning Expert’s Guide to Saving Thousands in Future Income Taxes – Each & Every Year!

5.00 (5 reviews)
Udemy
platform
English
language
Taxes
category
1,011
students
1.5 hours
content
Sep 2022
last update
$84.99
regular price

What you will 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

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 Washington

Combine 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!

Content

Tax Free Degree Overview video

Introduction to Tax Free Degree courses

Debt 101

Debt 101

Debt 201

Debt 201

Debt 301

Debt 301

Debt 401

Debt 401

Debt Quiz

Debt Quiz

Debt Resources

U.S. Debt Clock - Updated Continuously
The Peterson Foundation
Interview with professor and economist Lawrence Kotlikoff, PhD

Taxes 101

Taxes 101

Taxes 201

Taxes 201

Taxes 301

Taxes 301

Taxes 401

Taxes 401

Taxes Quiz

Taxes Quiz

Taxes Resources - Optional

Compare your current taxes to inflation-adjusted historical tax bills

ROTH 101

ROTH 101

ROTH 201

ROTH 201

ROTH 301

ROTH 301

ROTH 401

ROTH 401

ROTH Quiz

ROTH Quiz

ROTH Resources - Optional

Summary of ROTH Rules - Courtesy of Charles Schwab

LIRP 101

LIRP 101

LIRP 201

LIRP 201

LIRP 301

LIRP 301

LIRP 401

LIRP 401

LIRP Quiz

LIRP Quiz

LIRP Resources - Optional

David McKnight compares Roth and LIRPs and makes his recommendation.
Ed Slott's website for IRA help
David McKnight's YouTube channel

Masterclass Case Study - A Real Life Example

Masterclass - a real-life case study
Comparison Reports for Williams

Closing Thoughts

Closing Thoughts

Screenshots

Secret Tax Saving Ideas Your Advisors AREN'T Showing You! - Screenshot_01Secret Tax Saving Ideas Your Advisors AREN'T Showing You! - Screenshot_02Secret Tax Saving Ideas Your Advisors AREN'T Showing You! - Screenshot_03Secret Tax Saving Ideas Your Advisors AREN'T Showing You! - Screenshot_04

Coupons

DateDiscountStatus
11/24/2022100% OFF
expired

Related Topics

4855040
udemy ID
8/28/2022
course created date
9/24/2022
course indexed date
Bot
course submited by