Why Pay Income Taxes When You Can LEGALLY Avoid Them?

Why Pay Income Taxes When You Can LEGALLY Avoid Them?


First of all, Happy New Year! And Decade! And Century! Wow! Did you notice we are now officially living in the 21st Century? No doubt, 2009 was a challenging year for many – but with all those challenges behind us, we still have the privilege of being alive. And, things will definitely get better!

Now that the celebrations are officially over, everyone is focused on dealing with our favorite uncle – Uncle Sam – at least until April 15. Everyone, and I mean everyone, is looking for ways to minimize their taxes and pay the least amount possible. Who wouldn’t like to keep as much of their hard-earned money as possible – unless, of course, they are absolutely nuts?

Particularly dear to my heart are our retired seniors, many of whom are faced with sky rocketing health care and other expenses and could use all the income they’ve worked so hard to accumulate over the years. Yet the IRS is not, well, particularly friendly in that respect – as in, you have to pay what is due OR ELSE.

But It’s Completely Preventable

Under current tax laws, there is a means by which you can accumulate and access your money, completely tax-free! Even before you reach age 59½ By tax-free, I mean zero taxes. I know this because our clients use these vehicles, so I am 100 percent sure of the information I am imparting here. In fact, I just reviewed the IRS’s 2009 Publication 525 (Taxable and Non-Taxable Income) and this information is right on target – the law is the law!

Just so we are clear, I never engage in discussion of tax loopholes because I personally think seeking them is a big fat waste of your time. As always, I am talking about a legitimate way you can create a zero percent tax bracket, year-after-year, based on current law.

Your Chance to Discover

If you are in the greater Washington, D.C. area, I will be teaching a workshop on Saturday, January 16, at 11:30 a.m. to discuss in clear, concise language how you can achieve this very scenario. Regardless of where you are in your planning process – or even if you are already retired – you will want to attend this event! Please feel free to share this information with your family and friends as well.

By attending this seminar, you’ll also receive a complimentary copy of my latest book – yes, another one! – “Is Your 401K a Trap?”

Wouldn’t this be one of the most worthwhile ways to begin a new chapter in your financial life? Learn to KEEP your money instead of – unnecessarily – giving it to the IRS! Click here to reserve your seats now. 

P.S. Please note that seating is extremely limited and are on a first-come/first-served basis.

Again, Happy New Year!
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If you live outside the greater Washington D.C. area and are interested in the workshop but cannot attend, please call us at (301) 949-4449 or contact us via our website  for your complimentary one-on-one consultation.