Retire Tax Free
The magic in getting to the tax-free world is doing so without increasing your taxes. The challenge is finding the strategy to offset the tax that you would otherwise pay on moving to the tax-free world. So while there are only a few tax-free growth tools, there are a number of mechanisms or strategies to offset the Roth conversion cost. If you recognize the impact taxes will have on reducing your wealth, then it is critically important to develop your strategy to get to “income tax free,” and it is also critically important to speak with your financial advisor each year to grab unplanned opportunities to further your plan’s success.
Jim’s latest chapter in the book, Successonomics
The intriguing part of success is that it means such different things to different people. However, just as success encompasses achievement, Successonomics implies the achieving of goals through fiscal competence. The concept of Success combined with Economics is a formidable financial combination.
The Myth Of The Rich Doctor
While many medical professionals are in-tune with their own personal health and the health of their patients, they sometimes tend to neglect the state of their own financial health. Download this free eBook to read Jim’s foreword and afterword to learn more about his connection to the medical industry, and how he likes to assist medical professionals with their investing and retirement strategies.
Winning the Tax Game
In this book, we’re going to talk about some of the biggest mistakes that investors make when it comes to their taxes. Then we’re going to talk about how you can solve those problems – legally, morally, and ethically.