I am proud of you for making the commitment to join me inside of this Masterclass. The goal of this course is to educate you on a few foundational retirement finance concepts that will have a direct impact on how much you pay (or don’t pay) in taxes during your retirement years. This class in the most impactful when … Read More
Congrats! This is your last and final lesson inside this Retirement Taxation Masterclass™. In this lesson we will wrap up the idea behind rewriting your Tax Story™ and defining which strategies and amounts in Part C will give you the greatest impact throughout your retirement. I appreciate all the effort you have put in to completing this masterclass and encourage … Read More
This lesson introduces the Brighter Conversion™ Process. Creating and executing a Roth Conversion plan can significantly impact (for good) your retirement finances. Remember “a penny saved is a penny earned”. This process will help you create and execute your plan with certainty and confidence.
This lesson discusses several benefits and advantages that come with Roth Conversions. The exact $$$ impact of Roth Conversions are difficult to determine in the format of this masterclass but I do list out many of the common positive outcomes.
This lesson introduces and explains the Brighter Giving™ Process. This is a step-by-step process for either you or your advisor to follow to ensure the maximum impact of your charitable giving each year. We discuss each step and a few aspects to consider with each step.
This lesson is all about finding the $$$ impact of implementing any of the 3 charitable giving strategies that were introduced in Section #4. I will walk you through step-by-step how to fill out the Brighter Giving™ Impact Worksheet to determine just how much you will save by implementing these. Buckle up. This is a fun lesson:)
This section will discuss the following: Charitable Giving Impact, Brighter Giving™ Steps, Conversion Impact, Brighter Conversion™, and Rewriting you Tax Story™. This is the last and final section of the masterclass and will help you personalize all of the discussed tax strategies in your Tax Story™ worksheet and help you understand, see and act to maximize the financial impact in your … Read More
Homework Time! Let me further explain Part C of your Tax Story worksheet. This is where the strategies we have been learning really come alive for you. Please take the time to fill out this section.