Risk and Tax Reduction=Millions in Savings
Lawrence Kraujalis, RICP, Tax/Risk Mitigation Specialist
With our U.S. National Debt at $36 Trillion, taxes are poised to increase. Unintentionally, 'higher taxes/market risk', are not discussed proactively {in advance} by doctors' CPAs, financial advisors, attorneys, etc.
Here are 4 economic questions for doctors!
Did your accountant/CPA, financial advisor, etc., explain to you how to receive tax-free income for life (vs. tax-deferred)?? If not, that is just too much tax savings (million +) left on the table.
2) Would you like to know how you could shield all your savings, investments, etc., from bad economic events (losses) for life??
3) Have any of your past advisors explained how Florida State Law provides full Creditor/Asset Protection for certain accounts, e.g., Florida State Statue 222.14? ?
4) Did your investment professional explain how you could protect your savings, retirement plan, 401K, etc., so you would not lose a dime in the next market crash…or subsequent downturn?