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Minimize the Tax You Pay

Tax-free investments

Roth IRA
Bonds

Tax-deferred investments

Tax-efficient investments

Use Step-up Basis Strategies

Estate planning

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Life Insurance
Liability Insurance for Asset Protection


			Minimize the taxation of your investment gains by investing in tax-free, tax-deferred, & tax efficient investments. Minimize your income tax including the taxation of your social security income by using investment products that are not used in the IRS's formula for determining your tax liability. Proper planning today can reduce or eliminate your estate tax upon death and can minimize or prevent estate depletion if extensive long term care is necessary at some future date. Our solutions comply fully with the Internal Revenue Code, IRS PLR's, and treasury regulations.

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