Taxes are the largest hole in your financial ship. There are ways to reduce, defer, and even escape paying taxes on investments, but it requires additional steps of preparation BEFORE the anticipated windfall gain, and there are certain rules that need to be met as well. There are 3 options:
Here are the rules for a ROTH:
The ROTH is by far the best method of handling your windfall TAX FREE return plans. The steps to accomplish it can seem overwhelming, but there is help available from MAXPLANS FOR LIFE.
To reduce, or even eliminate estate taxes, you must create a tax plan that includes Gifting Assignments for your heirs and charitable gifting plans.
It's also a step to ease your planning for sharing with others and charitable institutions.
All information and discussions presented are for educational purposes only, are general in nature, and are not intended as investment, legal, or tax advice. Each person’s personal and financial situation is unique and different, and the information provided may not apply to or work effectively for you. By signing up for and attending or participating in any presentations, you agree that MaxPlans for Life, Inc., and all affiliate companies, representatives, associates, or employees (“Information Providers”) are hereby held harmless from all liability and loss associated with the information and discussion provided. As to any action or strategy you may choose to implement with regard to the same. In all events, we encourage you to consult with qualified and independent legal, tax, and investment advisors of your choice as to any idea, strategy, or concept presented herein.
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