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TAX NOW

TAX NOW. TAX LATER. TAX NEVER. 401k 403b TRAD IRA SEP IRA Annuities (529s). Roth IRA V.U.L IRC 7702. NEGATIVE (-) $5000.00/year Just one Income Limits And everything that applied to the Tax later except the 70 1/2. POSITIVE (+) Tax Def Tax Free Seed Safe/Choices.

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TAX NOW

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  1. TAX NOW TAX LATER TAX NEVER • 401k • 403b • TRAD IRA • SEP IRA • Annuities • (529s) • Roth IRA • V.U.L • IRC 7702 NEGATIVE (-) $5000.00/year Just one Income Limits And everything that applied to the Tax later except the 70 1/2 POSITIVE (+) Tax Def Tax Free Seed Safe/Choices POSITIVE (+) Tax Def Matching 49k No Income Limits NEGATIVE (-) Seed (Corn Story) 591/2 Penalties Borrowing No Liquidity 701/2 No Plan Completion RULE OF 72 • Liens • Lawsuits • Creditors • Malpractice • Bankruptcies • Student Aid • Savings 0.1% - 0.25% • CD’s 1-3% Inflation is running at 3-4% • Money Market 2-4% • Bonds • Stocks • Mutual Funds: • + ‘s • Liquid • Diversified • -’s • Taxes • Earnings • Dividends • Cap Gain

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