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Financial Planning for Seniors with Paul Elliott
Manage episode 291542840 series 2827993
Ed Bejarana에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ed Bejarana 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Tom & Paul discuss ways minimize taxation on retirement dollars and how one dollar can do the work of many dollars, thereby leveraging your wealth. They discuss the Linked Benefit Annuity Hybrid, Linked Benefit Life Insurance Hybrid, and Accelerated Benefit Rider on Life Insurance
Tax quote from the Helvering v. Gregory case in the Second Circuit, later affirmed by the Supreme Court, Judge Learned Hand, that “anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.”
A portion of this program has been sponsored by Joe at F1 For Help. F1 For Help, for all your computer related issues in and around the North Idaho Region.
Paul Elliott
Elliott Capital Management
Paul@elliottcm.com
(208)659-7887
102 에피소드
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