First off I will give a short summary of the Capital Gains Elimination Trust (CGET). Then, I will provide some details about how it works and conclude with a case study as an example of how someone m..

For the past decade I have talked with clients every day about a system to distribute wealth for retirement tax-free. This system outlines exactly how to apply the Internal Revenue Code rules to your ..

If I want to gain financial freedom way before retirement age or latest at the age of retirement, I need to accumulate enough wealth to achieve the lifestyle that I want. This requires planning as gat..

Saving for retirement is even more important for solo-entrepreneurs because you don't have a company sponsored pension plan or matching 401K contributions to rely on. There are many retirement plans ..

You've worked hard all your life and one day the big day will arrive - you'll retire. For now it probably still seems a long way into the future, but the reality is that the sooner you get ready for ..

Financial planning can be a difficult task especially if you are planning for retirement. Looking into the future and making assumptions on your lifestyle and the amount of income that is ideal for yo..

All Americans know that retirement planning is vitally important. We know that pensions are a thing of the past, and that Social Security is likely to be "reformed" so that it does not provide the sam..