In this eBook, you will learn about:
✔ The “Overflowing Buckets” wealth accumulation formula
Based on the 50-year Doctors Economic Research Project.
✔ There are more tax-deferred accounts than my 401(k) / IRA / HSA
Defined Benefit, Cash Balance, Profit Sharing, and Money Purchase plans allow hundreds of thousands of dollars of tax-deferred contributions.
✔ Leveraged income programs to fund tax-free distributions.
Achieve 200% to 300% more spendable life income for half the cost in half the time.
✔ Eliminate capital gains taxes through special real estate projects
Special tax incentives allow deferral and even forgiveness of capital gains liabilities by investing in real estate.
✔ Save tax on Roth conversions
Avoid required minimum distributions (RMDs) in down markets; pair tax liability with charitable and other structures.
✔ Captive insurance solutions
Insure risks not covered by commercial insurance AND earn a profit.
And much more!