About
Uncover long-term, multi-generational tax strategies aimed at saving significant money through retirement and beyond. New tax law changes of 2018 have significantly impacted the tax strategies many pre-retirees can utilize to maximize their income, pay less taxes over the course of their lives, and pass their estate on as efficiently as possible. Examine those changes and take a dive into qualified versus non-qualified monies, insurance, wills and trusts, and advanced tax strategies to maximize your long term plan.