Using Retirement Plans To Build Wealth

by | Dec 17, 2022 | Qualified Retirement Plan




Using Retirement Plans to Build Wealth
How to maximize your retirement account
-You could be adding more to your retirement than you think!
-Defined Contributions, IRAs, SIMPLE Plans, 401k & SEP Plans
-Using disregarded entities to protect
-Avoid Capital Gains
-How Real Estate Investors reduce gains
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Legal Disclaimer: No earnings claims, warranties, or specific investment advice is allowed to be given from this office. Any information contained in this video is for general illustrative or educational purposes only and is not intended to constitute legal, tax, or financial advice to any person or organization. Neither an attorney-client nor accountant-client relationship is hereby created. The content of this communication has been developed from sources, including publications and research, which is considered and believed to be reliable, but cannot be guaranteed insofar as they apply to any particular situation. Moreover, because of the technical nature of the material and the fact that laws are never static, but ever changing, the assistance of a competent, qualified attorney or accountant is recommended when implementing any plans or ideas discussed herein.

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Tax Advice Disclosure: To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax strategies or advice contained in this communication (including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed hereinto….(read more)


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