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OUTLINE: Understanding 412(e)(3) Plans Features and Benefits Tax Advantages High Contributions Predetermined Retirement Income Asset Protection Considerations and Limitations Actuarial Calculations Funding Requirements Flexibility Ways a 412(e)3 Plan Can Reduce Costs By Using Participating Whole Life Insurance How to Fund Conclusion For business owners who are looking to maximize their retirement savings while benefiting from …

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KEY POINTS Operating a small business offers numerous tax-saving opportunities. Small business owners have the advantage of deducting a wider range of expenses than salaried employees. Those who are self-employed can often allocate and deduct costs used for both personal and business purposes. Operating a small business often means juggling various responsibilities, with tax optimization …

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OUTLINE: Understanding 412(e)(3) Plans Tax Advantages of 412(e)(3) Plans Enhanced Retirement Benefits Customization and Flexibility Estate Planning Benefits Conclusion In the realm of retirement planning, 412(e)(3) plans have become an attractive option for individuals and businesses seeking tax-efficient strategies. These plans, named after the section of the Internal Revenue Code that governs them, offer a …

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Inflation punishes people for saving by stealing the value out of their money. With inflation this bad, many people are saving less, have stopped saving or are even spending their savings. Some of this is doubtless due to rising prices, but it is hard to save when your being punished for it. Is it still …

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There are many legal ways to save on taxes, but there are also a lot of dangerous tax schemes. You can smell some tax schemes from a mile away, but others are more subtle – these are the ones that can get good people into trouble. Let’s face it, everyone wants to save on taxes, …

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One of the great problems our nation faces today is the ingratitude of its citizens. Turns out, it is very easy to point out the wrongs and injustices committed by those who came before us. Many times, we see those faults more keenly if we have an inclination to commit them ourselves. But it is …

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“If I was counseling an individual, and my purpose was to help that individual, the most important thing would be that you should save more.” Says Robert J. Shiller, an American economist, Nobel Peace prize winner, academic professor at Yale University, and best-selling author. Taking note from Professor Shiller, saving money is one of the …

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You’ve heard it over and over again – start saving for retirement as soon as you can. Most people aim to retire by the age of 65, but the truth is the ability to retire isn’t determined by your age. Many strive to create an attainable pathway to a comfortable retirement but being able to …

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Note: If passed into law, pending legislation could substantially change Roth IRA regulations after Dec 31, 2021 – especially relating to distributions and backdoor rollovers. Thinking about the future and retirement can seem so far away, but it’s important to start saving early on in your life to prepare for the most success. 401(k) plans …

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Is 10% of your income enough to be saving for your financial future? Should you be saving more? There is a way to save more by quickly converting your 10-20-70 budget to 30-70 without working any harder. Listen and Discover how. Resource Link – 10-20-70 Worksheet Also in this episode, find out how you can …

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