No matter who is president a year from now—Biden or Harris….you can bet that Bernie Sanders, Chuck Shumer, Liz Warren, and Pelosi, will keep putting pressure on the Oval Office to raise taxes—a lot. And they won’t just be raising taxes on the super-rich. The really rich can afford to move their money offshore and taxing them more would never put a dent in the debt we are building. So, you can throw all the campaign promises out the window! ….EVERYONE’S taxes are going up, directly or indirectly. YOU know it… I know it…. WE ALL know it!
Which is why more and more people are beginning to learn more about unique TAX PLANNING strategies to beat the IRS to the punch—LEGALLY. The goal is to KEEP taxes lower for you, your spouse, and your family, from now on. Would you like a tax free income for life? Would you like to grow a pile of cash tax free, and turn it into a permanent slush fund that you can draw on, tax free? We’ll show you exactly how today, so don’t miss it….MASTERING MONEY is on the air!!!
Mastering Money 3/23/21
Our Services
401k & IRA Rollover
We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.
Retirement Annuities
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
Investment Portfolios
Explore the IQ Wealth® Growth Portfolios: Fee-only, rules-based, disciplined, visionary. See how our investment approach works to grow wealth and complement a rock solid retirement plan.
Bucket Planning
Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.
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About IQ Wealth®
At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
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