[BLOG]Portfolio and Earned IncomeTax-Free Retirement Income Time For a Strategic Rollout IRAs AND 401(k)s DROPPING IN VALUE? CONSIDER A STRATEGIC ROLLOUT With the worldwide COVID-19 pandemic…Doug AndrewApril 1, 2020
[BLOG]Tax-Free Retirement Income Now May Be the Perfect Time to Get Taxes Over With on IRAs ECONOMIC MELTDOWN? NOW MAY BE THE PERFECT TIME TO GET TAXES OVER WITH There’s hardly…Doug AndrewMarch 30, 2020
[PODCAST]01. Financial DimensionGuaranteed IncomeTax-Free Retirement Income Now May Be the Perfect Time to Get Taxes Over With on Your IRA or 401(k) There's hardly anyone around the world who isn't feeling a little anxious right now. We're…Doug AndrewMarch 30, 2020
[PODCAST]01. Financial DimensionTax-Free Retirement Income Save a Boatload of Taxes by Taking Action During Market Downturns People who have money in the market in an IRA or a 401(k) are likely…Doug AndrewMarch 23, 2020
[BLOG]01. Financial DimensionTax-Free Retirement Income Case Studies on Retirement Tax Reduction CASE STUDY #1: FROM HIGH TAX BRACKETS TO LOW In our first case study on…Doug AndrewMarch 20, 2020
[PODCAST]01. Financial DimensionPortfolio and Earned IncomeTax-Free Retirement Income Most CPAs Flunk This Simple 3 Question Math Quiz, Will You? Doug Andrew has a short math quiz that imparts some very important lessons. It's only…Doug AndrewMarch 16, 2020
[PODCAST]01. Financial DimensionTax-Free Retirement Income What Critical Planning Should I Do Just Before Retiring? One question that Doug Andrew is often asked on a regular basis is about what…Doug AndrewMarch 9, 2020
[PODCAST]01. Financial DimensionTax-Free Retirement Income Converting an IRA or 401(k) to be Tax-free, the Strategic Rollout In his more than 45 years as a tax minimization specialist, Doug Andrew has been…Doug AndrewMarch 2, 2020
[PODCAST]01. Financial DimensionTax-Free Retirement Income You Can Become Your Own Banker You can become your own banker. If this statement comes as a surprise, you'll find…Doug AndrewFebruary 24, 2020
[PODCAST]01. Financial Dimension02. Foundational DimensionTax-Free Retirement Income Building Your Legacy With a Legacy Bank Building your legacy through a legacy bank might sound like a daunting task. That's because…Doug AndrewFebruary 24, 2020