Monthly Archives: April 2017

$513,801 vs $51,215 per year in retirement income – Tax Free vs. Taxable Alone Accounts for that Difference – See the Simple Math

Everyone knows that “tax-free investing” is much better than “taxable investing”. But most people do not really understand just how vast the difference is. And because they do not grasp the sheer magnitude in play, they… Continue reading

Speech to ETC re: Prohibited Transactions

If you have not heard me speak, here’s a download of a presentation I gave at the Equity Trust Company Conference in 2014.  It should give you a feel for my qualifications and approach.  You’ll also learn a… Continue reading

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