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Income Tax Planning for Executives & Business Owners

Income Taxes Are the Largest Expense Now & in Retirement

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The Benefit Focused Defined Benefit Plan

A Benefit Driven Retirement Plan May Generate Inordinate Tax Deductions

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Retiring Early with Other People’s Money

Business Assets Can Work Harder with the Right Leverage

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Raising Money for Charity Without Writing a Check

Many American Business Owners are Benevolent Philanthropists Who Find Creative Ways to Give

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The Process of Timing, Combing & Sequencing

There’s a Business Methodology for Success: Don’t Break from the Formula

The Reality of Successful Business Owners

The Psychology of a Business Owner May Surprise You

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The Mortality Revolution Extending Planning Horizons

The Human Horizon is Extending the Sunset in Golden Years

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Investment Income without Mortality Credits

Bond Interest & Stock Dividends Can Change Under market Conditions

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Lifetime Income Annuities

Mortality Credits Maybe the New Alpha for Insurance Companies

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Life Expectancy & Mortality Products

Almost All Retirement Plans Need Serious Updating in Light of the Mortality Revolution

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File For Chapter 7 Bankruptcy in Nevada With Price Law Group Bankruptcy Attorneys

File For Chapter 7 Bankruptcy in Nevada With Price Law Group Bankruptcy Attorneys

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The Longevity Movement

Millennial Females Life Expectancy Could Average Age 100

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Benefit Focused Defined Benefit Plans

Lifetime Income Coupled with Health Benefits & Death Proceeds May Be the New Retirement Plan

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Profit Sharing & Cash Balance Plans

Combo Pension and Contribution Plans Can Offer More Retirement Options

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401(k)s and Safe Harbor Plans

401(k) is the Most Popular Employer Offered Retirement Plan

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The Benefits of a Qualified Plan

Payroll Deduction for Retirement Savings is a Needed Discipline

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Join Trade Ideas In Buckhead Georgia For An Advisory Innovation Luncheon At Maggiano’s On October 18, 2017

Join Trade Ideas In Buckhead Georgia For An Advisory Innovation Luncheon At Maggiano’s On October 18, 2017

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Qualified Retirement Employer Plans

ERISA Plans Can Add Significant Value to Employers Benefits Plans

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Reducing Taxes on RMDs & Social Security

Reduction in RMDs May Lower Taxes on Social Security Benefits

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Tax Effective Transitions to Roth IRAs

Pay Some Taxes Today to Create Tax Free Income Tomorrow