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Financial Planning for Seniors with Paul Elliott
Manage episode 290934328 series 2800797
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Tom & Paul discuss ways minimize taxation on retirement dollars and how one dollar can do the work of many dollars, thereby leveraging your wealth. They discuss the Linked Benefit Annuity Hybrid, Linked Benefit Life Insurance Hybrid, and Accelerated Benefit Rider on Life Insurance
Tax quote from the Helvering v. Gregory case in the Second Circuit, later affirmed by the Supreme Court, Judge Learned Hand, that “anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.”
A portion of this program has been sponsored by Joe at F1 For Help. F1 For Help, for all your computer related issues in and around the North Idaho Region.
Paul Elliott
Elliott Capital Management
Paul@elliottcm.com
(208)659-7887
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