Zero Tax Plan - Concept of 9 Circles
Proactive wealth transfer planning is about control and leverage. We believe that a successful estate distribution plan is one in which your heirs (and/or charity) receive as much as possible, and Uncle Same, as little as possible. But this requires some work.
Zero Tax Plan - Concept of 9 Circles
Wealth Transfer Planning 3 of 6
"Estate Level Tax" vs. "Asset Level Tax"
Wealth Transfer Planning 2 of 6
Proactive Tax Planning 6 of 6
CASE STUDY: Proactive Tax Planning Strategies
Proactive Tax Planning 5 of 6
3 Ways Charitable Remainder Trusts Provide Tax Advantages
A charitable remainder trust can serve many purposes in one’s financial plan. Clearly, you have to be charitably inclined, as there is an irrevocable charitable component to this strategy. But in addition to helping out your favorite charity (or charities), you get several big tax advantages from this arrangement.
Proactive Tax Planning 4 of 6
5 Tax-Minded Reasons to Have Life Insurance
Proactive Tax Planning 3 of 6
One Roth IRA Workaround for High-Income Earners
Proactive Tax Planning 2 of 6
8 Reasons to Convert to a Roth IRA
Proactive Tax Planning 1 of 6
The Concept of the Four Tax Buckets
