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On todays episode of Shey's Way, Brian Shey discusses asset protection and tax efficient wealth transfer. He explains advantages of using the Infinite Banking Concept and a unique life insurance policy that provides long term senior care services.
DISCLAIMER: The material shared in this webinar has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, investment or accounting advice. You should consult your own tax, legal, investment and accounting advisors before engaging in any transaction.
On todays episode of Shey's Way, Brian Shey discusses ways to pay less taxes using tax deductions and tax credit strategies allowed by the IRS. One of the main killers of wealth is taxes so if you can legally pay as little as possible you are taking advantage of the laws created by the wealthy for the wealthy. There are two tax codes, one for the informed and one for the uninformed. Which one do you choose?
On today's Wealth Webinar, Brian Shey discusses the stock market, retirement accounts, and ways to pay less taxes using tax deductions and tax credit strategies allowed by the IRS. One of the main killers of wealth is taxes so if you can legally pay as little as possible, you are taking advantage of the laws created by the wealthy for the wealthy.
Have you ever wondered what Long Term Care insurance is? Or why is it something you might need? Today we sit down with Brian Shey to discuss Long Term Care, what it means, and why it’s necessary. Sit back, relax, and listen in as we dive into the ins and outs of asset-based Long Term Care.
In this episode of The Power of Zero Show, David McKnight talks about what you can do to protect your pension in the current rising tax environment. David explains that tax rates will rise dramatically within the next 10 years due to massively unfunded obligations like Social Security and Medicare.
In this episode of The Power of Zero Show, David McKnight shares evidence that unless there is immediate and dramatic fiscal realignment by the Federal Government, the U.S. will be mired down in a Great Depression by 2030.
This episode of The Power of Zero Show addresses the recently-released new contribution limits for the 401(k) in 2023, as well as additional increases in other IRS thresholds. David shares that the IRS just released all their inflation-adjusted numbers for 2023.
Today’s episode of The Power of Zero Show is a segment of an interview David did with financial advisor, Ron DeLegge. They discuss, among other things, whether it’s a good idea to convert your Roth IRA while the stock market is down.
Today’s episode of The Power of Zero Show addresses the question ‘Should the Federal Government get rid of the Roth IRA?’ In a recent MarketWatch article, Alicia Munnell, founder of Boston College’s Center for Retirement Research, opined that it’s time to start thinking about getting rid of the Roth 401(k) and the Roth IRA – and gave three reasons why.
In this episode, David tells the truth about Suze Orman, who’s been giving financial advice for the last 25 years and has some pretty black and white positions on most financial subjects. Suze Orman doesn’t seem to be a fan of cash value life insurances because of its perceived high expenses.