Leveraging Taxable Assets to Boost Retirement and Estate

Too often, people blindly follow the crowd, and when it comes to retirement and building an estate, people can be leaving a lot of money on the table. Or worse, they are needlessly dumping it into Uncle Sam's pockets. The real rich members of society have been taking advantage of loopholes in the tax code for decades that most people don't know.

In this discussion, Jeff and our panelists Steve Redelsperger, Chris Pell, and Victor Angustia review a few techniques that can be leveraged to provide boosted retirement with lower taxes. #financialfreedom #retirement #estateplanningattorney #lifeinsurance

For the YouTube video version, check it out here.

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