by Denver Nowicz | Sep 16, 2013 | law, retirement income, small business, tax strategies
A defined benefit plan or 401k plan is a great way to shelter money from taxes. While the benefits are well established, a key omission is you have to pay those taxes later. Will taxes be lower or higher in the future? As recently as 1978 income over $200k was taxed...
by Denver Nowicz | Sep 15, 2013 | retirement income, tax strategies
Fleming’s Steak House – December 4th from 6:30-8:30 pm Event topics: The importance of tax diversification – having taxable and tax free sources of income and the use of life insurance to create tax free income streams. An in-depth analysis of index life...
by Denver Nowicz | Sep 13, 2013 | retirement income, tax strategies
The Friday Visual: How to Preserve a Family Fortune Through Tax Tricks America’s richest families have found ways to avoid estate taxes through legal loopholes that allow them to pass money to their heirs tax-free. Here are examples of the three tax maneuvers....
by Denver Nowicz | Sep 11, 2013 | Inflation, retirement income
1) Inflation Is Part of the Federal Reserve’s Monetary Policy A January 25, 2012 press release from the Board of Governors of the Federal Reserve stated: “The Committee judges that inflation at the rate of 2 percent, as measured by the annual change in the price index...
by Denver Nowicz | Sep 5, 2013 | life insurance, tax strategies
With the uncertainty in the market these days and the ever looming threat of increased taxes, many investors are looking for alternative strategies to grow wealth. Strategies that can provide protection from market downturns without sacrificing growth and strategies...
