Secret Tax Saving Ideas Your Advisors AREN'T Showing You!
- Description
- Curriculum
- FAQ
- Reviews
I’m Dave Spence and I’ve been a Certified Financial Planner for over 35 years . . . and a CPA for more than 40 years. I’ve helped thousands of Americans wisely manage their money!
After those decades in the trenches helping others one-on-one, I decided to put my best advice for the ENTIRE DECADE of the 2020’s into this course, to help as MANY people as I could. And HERE’S WHY:
Today, America is facing a financial TRAIN WRECK that most people don’t see coming at all.
I’m talking about a PERFECT STORM that could FORCE our income tax rates to go UP & UP – PERHAPS EVEN DOUBLING – in order to deal with it.
Some of the individual storms coming together are
· Baby Boomers Retiring in Waves,
· the Highest National Debt in our history, and
· Shameful Political Gridlock and Greed in Washington
Combine those with the highest inflation and highest interest rates we’ve seen in decades, and there’s an UNSUSTAINABLE SHORTFALL between what we take in and what we spend in the U.S.
In the first part of this course you’ll learn that we have actually been here before in America, and that we used HIGHER TAXES to work our way back to normalcy.
In the rest of the course, I’ll explain what you can do over the next several years to PREPARE and AVOID the higher taxes others will have to pay. It’ll be like having a CRYSTAL BALL when the course ends!
You do not need to understand the Tax Code or be a financial wiz. I’m good at making things easy to understand. And I’ll happily answer your questions after the course!
After I explain the basic concepts, I’ll show you a real-life example where a couple was able to reduce their projected future taxes by over $1 Million. You won’t want to miss that MASTER CLASS!
I’m far from alone in the thinking that I’ll be sharing with you. You’ll also hear from national experts like best-selling author and blogger, David McKnight, America’s IRA Expert, Ed Slott, CPA, and former Controller of the United States, the Hon. David M. Walker at various points in the course.
And the MOST IMPORTANT REASON you should take this course is THIS: The trusted advisors that SHOULD be talking with you about this AREN’T! If you use a Tax Professional, like a CPA, for your taxes or a Financial Advisor to help you with your investments, they are actually INCENTIVIZED to NOT tell you what you’ll learn in this course. And I’ll explain that in detail as well.
So, if you can’t immediately name 7 different ways to ELIMINATE taxes in retirement, this course is for you. Enroll now – I can’t wait to help YOU next! Thanks!
-
7U.S. Debt Clock - Updated ContinuouslyText lesson
A live government estimate of a wide variety of fiscal data, including current revenues and spending and cumulative balances of outstanding debt and "unfunded obligations"
-
8The Peterson FoundationText lesson
"The rising national debt threatens economic growth and opportunities for future generations. Learn more — and get involved." The Peterson Foundation website
-
9Interview with professor and economist Lawrence Kotlikoff, PhDText lesson
-
27David McKnight compares Roth and LIRPs and makes his recommendation.Text lesson
-
28Ed Slott's website for IRA helpText lesson
Often called "America's IRA Expert", Ed Slott and his team are unmatched in terms of avoiding the traps and pitfalls of retirement accounts of all types, especially IRAs. Take advantage of the resources offered at www.irahelp.com.
-
29David McKnight's YouTube channelText lesson
-
30Masterclass - a real-life case studyVideo lesson
Analyze known facts and expected results of "doing nothing" vs. "implementing tax-free income strategies" (for a real client case).
-
31Comparison Reports for WilliamsText lesson
These reports provide the comparative results of adopting recommended tax-free alternatives vs. staying the course and making no changes. They account for the current tax cost of Roth Conversions and other taxable recommendations - as they project future outcomes under current tax rates and higher future tax rates.

External Links May Contain Affiliate Links read more