are you optimizing all of your assets while minimizing taxes as a financial strategist for five decades when I would meet with clients I would analyze seven asset categories most Americans have and we would go through and look at the ones that are underperforming non-performing how to increase the liquidity safety rate of return on the tax benefits on where money was going let's just look at Capital transfer many Americans within a 5 or 10 year period will experience a lump sum from a a settlement an accident maybe a lump sum buyout maybe they're selling their business maybe they're going to sell a home in downsize maybe they are getting a settlement whatever it is they get a lump sum and they always go Doug what should I do with this lump sum of money I would prefer to put in in a laser fund and have it grow tax-free and create taxfree cash flow
Tax-Free Retirement Planning