are you optimizing all of your assets while minimizing taxes when I would meet with clients in the 50 years that I've been a financial strategist and a retirement planning specialist we would go through and analyze seven asset categories they're shown here on the screen let's just look at College funding for example so many people save for their children or grandchildren's College funding in a 529 plan my favorite Financial vehicle knocks the socks off of a 529 plan when you reposition assets you want to increase the liquidity the safety the rate of return flexibility and the tax benefits I like to accumulate my money taxfree but if my children get a scholarship and they don't need to use a 529 plan they're going to have to pay tax on that with a laser fund they don't if you want to learn more study my book the laser fund click on the link below and I'll pay for the book and fire out a hard copy to you
Tax-Free Retirement Planning