Do you own a successful small business and believe that you are paying too much in taxes? Is there a legitimate, IRS approved method of getting deductions of $200,000, $300,000, $400,000 or more—for socking money away in an IRS approved investment account? Yes. We’ll talk about Cash Balance Plans today in the Market Intel Segment, then Medicare expert Shelley Grandidge joins us. A fact filled show for you…MASTERING MONEY is on the air!!!
We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
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.
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.
Guests Have Included:
Download the free MASTERING MONEY™ app - Get it from the App Store or on Google Play, search for "Mastering Money" or tap the link below.
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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