• Strategies, Insights and Resources for Tax-Free Retirement Planning

Meeting David Walker

September 18, 2012
As most of you know, I quote David Walker in every workshop and nearly every sales meeting I hold.  In fact, David Walker occupies a very prominent role in the first chapter of my upcoming book, "The Virtues of the...

Read more

It’s Time to Get Serious

September 17, 2012
In this article, David Walker reveals the most up-to-date numbers regarding our country's ever-worsening debt crisis.  The numbers are much more startling than you may have imagined.On a side note, David Walker will be speaking in Waukesha, WI tomorrow (Monday)...

Read more

France Plans to Up Taxes to 75%

September 13, 2012
http://www.foxnews.com/world/2012/09/12/france-plans-to-up-tax-on-rich/?test=latestnews I've posted in the past about the prospect of 75% taxes in France.  Looks like it's going to be a reality.  Remember, it wasn't too long ago that we had this level of taxation in our own country.  These are...

Read more

The Virtues of the 0% Tax Bracket (book update)

September 10, 2012
For those of you anxiously awaiting the publishing of my new book "The Virtues of the 0% Tax Bracket", I thought it high time I give you an update.  The first draft is done and I am now working my...

Read more

Wake Up Call

August 29, 2012
http://www.youtube.com/watch?v=D6Q14HOBThM

This is the video that introduced me to David Walker back in 2008. David Walker provides good third party intellectual heft as we make the case to our clients about the looming threat of higher taxes.

Read more

Higher Taxes Loom for 401(k) Savers

August 17, 2012
Higher Taxes Loom for 401(k) SaversHere's an interesting article from the Wall Street Journal.  The most useful quote in the entire article is one that supports and upholds the tax-free planning approach that we advocate:  "These days, an increase in...

Read more

Why Your Taxes Could Double

August 8, 2012

Why Your Taxes Could Double

Former Comptroller General David Walker makes an interesting case for why taxes have to double in order to keep our country solvent.

Read more

75% Marginal Tax Rates in France?

August 8, 2012

75% Marginal Tax Rates in France?

75% marginal tax rates could be coming to France.  Is the US next?

Read more

The Virtues of the Zero Percent Tax Bracket

June 29, 2012
The Virtues of the Zero Percent Tax BracketThis is an article I wrote for the August, 2010 Issue of Life Insurance Selling Magazine that talks about the importance of accumulating just the right amount of money in each bucket in...

Read more

What’s a L.I.R.P?

June 29, 2012

What's a L.I.R.P?

This is my latest article from the June issue of Life Insurance Selling Magazine.  This is a good primer for any one looking for information on a Life Insurance Retirement Plan.

Read more

Introducing the Tax Free Planning Blog

June 29, 2012
This blog is designed to share information and insights related to the tax free retirement planning strategy.  I will periodically be posting observations, articles, and helpful links that will be beneficial to any financial advisor that believes that tax rates in the future...

Read more