EPISODE #088

DOES YOUR QBI COME WITH SALTED BAIT?

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5 Ways Your Wealth Is Under Attack book

5 WAYS YOUR WEALTH IS UNDER ATTACK

If you want to stop the attack, you'll want to get your copy.

Does your QBI come with salted BAIT?

In this episode, John introduces to listeners about taxes, taxes, taxes, and the reduction of taxes. The reduction of taxes is the most important part of any wealth plan. You have to pay the least amount of taxes through these three phases. You need to pay the least amount of tax during the accumulation phase, where you’re growing your wealth. You need to pay the least amount of tax during the distribution phase, where you are enjoying your wealth. When you pass your wealth onto the next generation, you need to do the same thing, pay the least amount of tax.

Tax is probably the greatest disruptor of wealth that we know of. It is one of the financial pressures that we talk about. Every financial strategy that we are trying to do is designed to reduce the impact of taxation during those three phases.

Everyone is unique and has individualized wealth plans and tax is one of those stressors trying to disrupt it. Are you satisfied with your wealth plan?

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Investment Advisory Services provided by Smallwood Wealth Investment Management, LLC, an SEC registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.

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Everyone is impacted by these 5 problems. The question is, how big are yours? What impact do they have on your wealth potential? CLICK HERE TO GET THE BOOK

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EPISODE #088

DOES YOUR QBI COME WITH SALTED BAIT?

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