You are here: Home / Archives for Tax Planning

Index To Tax Planning Content

Tax planning is by far the most overlooked area of financial planning. Very few investors have ever learned the realities of how tax planning can have a dramatic impact on their net spendable income in retirement. Most Americans are not familiar with simple concepts concerning taxation, like the difference between a marginal and effective tax bracket. The vast majority of retirement accounts that we see, are subject to taxation, another way to put it is most Americans have a permanent tax lien on their largest investment account. Learn the realities of how tax planning could affect to your retirement plan.

Tax Planning: All the Dogs Barking Up the Wrong Tree Doesn’t Make it the Right One

01/02/2009 by

From the desk of Paul Nichols: President of Financial Abundance Inc.

Socking money away into IRAs and 401(k)s and paying extra principal on your mortgage is counter-productive

In the quest for financial independence, there are two places most Americans accumulate the most money: our home and our retirement plan.

Following accepted wisdom, we set aside money in qualified retirement accounts such as IRAs and 401(k)s, enjoying tax deductible funding and/or tax deferred accumulation. At the same time, we assume it’s best to achieve the goal of outright home ownership and save money no mortgage interest expense by sending extra principal payments against our mortgages.

Filed Under: Clarity Coaching Tagged With: , ,

How Do You Manage Your Equity?

12/17/2008 by
It's Your Money
It's Your Money
How Do You Manage Your Equity?
Loading
/

This week Paul interviews best selling author Doug Andrew. They discuss common mistakes people make when working with equity, and how to make it work for you.

Tagged With: , ,

Financial Planner: Initial Consultation

05/13/2008 by

How we can help you:

If you’ve been concerned about your investments, it may be time to meet with us at Financial Abundance. Unlike other advisors, we are not affiliated with any firms that are paid through commissions or product sales.

Filed Under: Clarity Coaching Tagged With: , , , , , ,

Our Mission

05/13/2008 by

Our goal at Financial Abundance is to save the world one investor at a time. We want to play our part in the solution to create peace of mind for individuals, families and businesses about their investments. This can be accomplished, through education and understanding with research and studies from Nobel laureates and professors at leading universities around the country. We want to show people that they can, for the first time in their lives, have peace of mind about how they invest; that sleepless nights of doubt can be converted into confidence about their direction regardless of the current economic conditions. Regardless if you’re from Penn State or the state pen you can learn how to be a prudent and educated investor.

Filed Under: Clarity Coaching Tagged With: , , , , , , , , , , , , , , , , , , , ,