ARTICLES | thewealthdefender

THE WEALTH DEFENDER SYSTEM

The Wealth Defender System provides tax-planning, income planning, and retirement planning strategies that meet your specific needs. In...

SAVING ASSETS FOR RETIREMENT

Do you know all your options for doing so? Converting retirement funds from a tax-deferred status to a tax-free status is nothing new....

RETIREMENT CONVERSION STRATEGIES

Is an IRA-to-IUL Conversion Strategy Right for You? Converting retirement funds from a tax-deferred status to a tax-free status is...

DEBUNKING LIFE INSURANCE

Most people think of life insurance as the most morbid of financial vehicles. After all, it only works when you’re dead, right? Not so...

NAVIGATING YOUR 2021 TAX STRATEGIES

Let The Wealth Defender guide you through the complex new tax regulations. The world has been topsy-turvy for more than a year — and the...

5 WAYS YOUR 401 (K) IS A TAX TRAP AND WHAT TO DO ABOUT IT.

That massive 401(k) nest egg that you're so proud of comes with some serious baggage. Here are five major cons of these accounts and a...

6 "REGRETS" THAT COULD HAUNT YOU IN RETIREMENT

Why you might regret these money moves once you retire The choices you make with your money can come back to haunt you years later. How...

HOW TO PLAN FOR TAXES IN RETIREMENT

NEW RULES FOR RETIREMENT For many retirees, even those who have meticulously planned their retirement income, the amount of taxes they...

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