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Here are a Few Good Tax Tricks You’ll Probably Never Do: 3 Tax Tips

Being deliberate about your income tax expense is typically one of the greatest if not the greatest opportunity for keeping wealth.
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Biggest Expense – Income Tax Cost –

Being deliberate about your income tax expense is typically one of the greatest if not the greatest opportunity for keeping wealth.    

It’s not fair – One year you pay 10s of Thousands of dollars in Income Tax, the next year, you pay way less. 

3 Tips to Having More Money

Watch this video and you’ll discover what the rich have been doing for years.

In the video you will see these 3 key insights

  1. Cutting the Nose to Spite the Face – Keeping old stocks long after they’ve had their day in the sun may be killing your nest egg.  We’ll help you decide if you should “Hold ‘em” or “Fold ‘em”.
  2. In the Stretch – This may not be the 7th inning but knowing how to continue to long term tax deferral is critical in saving annual tax costs.
  3. Corporate Design Life Insurance – Yes, you heard that right – Life Insurance at your age can provide a most significant living benefit as you age AND manage your tax expenses when you get promoted. –

Learn how the Rich protect the bulk of their assets … you may not even be interested, but at least you will know.

“I wish someone would have told me this earlier.” Now you know!!

BONUS – Check your 43 – Learn how to quickly assess where you were, where you are, and where you are going.

Learn how to control your income tax costs for this year with your 43 by watching ‘The 5 Minute Retirement Makeover’.

Obviously, no investment, tax or legal advice is given in this content.  Investment, tax, and legal advice is personal and private.  Investment advice offered through Versaille Capital Advisors, LLC, a Michigan Registered Investment Advisory Firm.

Retire Happily is an educational resource. Make no mistake, we are a thriving financial firm that makes money. We are a financial firm that takes new clients. But first and foremost, we consider ourselves a significant resource to the public. If you don’t feel like you have fully exploited us for all the knowledge and insights we offer, do some more research. We provide these insights through Retire Happily, a free retirement resource guide that helps people optimize their retirement funds and avoid regret by making sure they are “all set” for retirement. 

At Retire Happily, you can ask questions, watch videos and read some things. We encourage you to explore a lot of material on the site so you can get an idea of our style. You will likely get a lot of your questions answered. If you still want to talk to us; you’re welcome to contact us. We are happy to answer your questions.

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