Secret Tax Saving Ideas Your Advisors AREN'T 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
- 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 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!
Who this course is for:
- Early- and Pre-Retirees with substantial savings in tax-deferred accounts (401k, IRAs, etc.)
After more than 40 years of financial planning that has impacted tens of thousands of Americans through his direct practice and extensive teaching and training, Dave Spence, CPA, CFP, CLU, PFS has poured his most important advice for today's retirees and pre-retirees into the lessons and ideas offered in this course. One of 8 children of a steel mill worker and a stay-at-home mother, Dave is passionate about helping everyday folks who fear running out of money, especially since the government can take more from us whenever they decide to change the tax laws.
Dave is a Certified Public Accountant (not in public practice), a Certified Financial Planner® (Financial Planning Assoc.), a Chartered Life Underwriter (Amer. College of Fin. Services) and a Personal Financial Specialist (American Inst of CPAs). He is also a Registered Investment Adviser (S.E.C.), a Securities Registered Representative and Principal (FINRA) and insurance licensed in various U.S. states and commonwealths. He has spoken at universities including George Mason (Fairfax, VA) and the University of Southern California (Los Angeles) and been published in USA TODAY.