Tax Saving Strategies
Minimize Long-Term, Lifetime, and Legacy Taxes
The one-stop shop for all your Tax Bonus Content.
Tax Guide
A quick reference guide to see the latest tax brackets & key figures. We update it annually, which is why it’s not printed in the book.
Tax Decision Flow Charts
Easy guides for figuring out if you can execute certain tax moves. These are updated annually.
Tax Calculators
Easy methods for calculating things like how much of your Social Security is taxable or what your RMD is going to be.
Bonus Tax Workshop
A full workshop, with workbook, on implementing these Tax Strategies.
