Think you make too much money to have tax-free income in retirement? Think again! In this episode, we uncover a powerful strategy that high-income earners can use to build a steady, tax-free income stream—without a Roth IRA.
You’ll learn: 
✅ Why taxes in retirement could be higher than you expect 
✅ How the wealthy use a special kind of life insurance to create tax-free income 
✅ The pros, cons, and risks of this advanced strategy 
✅ What to ask your financial advisor before setting it up
This is NOT your typical retirement plan, and it’s not for everyone. But if you want to protect your wealth and keep more of your hard-earned money, this episode is a must-listen.
Hit play now and take control of your financial future! 🚀💰
 
Next Steps:
<a href='https://yourbiggestexpense.com/'>💰Pay Less in Taxes – Start Here! 💰</a>
☎️ Are you overpaying in taxes every year?  <a href='https://phillipsbusinessgroup.com/'>Schedule a FREE discovery call</a> to find out!
📧 Contact Me --> hello@phillipsbusinessgroup.com 
📲 Follow me on IG @ the.tiffany.p.cpa

Think you make too much money to have tax-free income in retirement? Think again! In this episode, we uncover a powerful strategy that high-income earners can use to build a steady, tax-free income stream—without a Roth IRA. You’ll learn: ✅ Why taxes in retirement could be higher than you expect ✅ How the wealthy use a special kind of life insurance to create tax-free income ✅ The pros, cons, and risks of this advanced strategy ✅ What to ask your financial advisor before setting it up This is NOT your typical retirement plan, and it’s not for everyone. But if you want to protect your wealth and keep more of your hard-earned money, this episode is a must-listen. Hit play now and take control of your financial future! 🚀💰 Next Steps: 💰Pay Less in Taxes – Start Here! 💰 ☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out! 📧 Contact Me --> hello@phillipsbusinessgroup.com 📲 Follow me on IG @ the.tiffany.p.cpa

Think you make too much money to have tax-free income in retirement? Think again! In this episode, we uncover a powerful strategy that high-income earners can use to build a steady, tax-free income stream—without a Roth IRA.
You’ll learn: 
✅ Why taxes in retirement could be higher than you expect 
✅ How the wealthy use a special kind of life insurance to create tax-free income 
✅ The pros, cons, and risks of this advanced strategy 
✅ What to ask your financial advisor before setting it up
This is NOT your typical retirement plan, and it’s not for everyone. But if you want to protect your wealth and keep more of your hard-earned money, this episode is a must-listen.
Hit play now and take control of your financial future! 🚀💰
&nbsp;
Next Steps:
<a href="https://yourbiggestexpense.com/" rel="noopener noreferrer">💰Pay Less in Taxes – Start Here! 💰</a>
☎️ Are you overpaying in taxes every year?&nbsp; <a href="https://phillipsbusinessgroup.com/" rel="noopener noreferrer">Schedule a FREE discovery call</a> to find out!
📧 Contact Me --&gt; hello@phillipsbusinessgroup.com&nbsp;
📲 Follow me on IG @ the.tiffany.p.cpa

187 \\ The Secret 'Roth IRA' for the Wealthy: Why the IRS Doesn’t Want You to Know This

Are you unsure of what to do with your business finances? Are you scared you might do something that causes the IRS to come after you? Do you lack confidence in knowing if what you’re doing is correct? Are you desperate for answers for all of your financial questions?  

In this podcast, you will find financial knowledge and systems to set you free from the mass confusion of small business finances.  My mission is to help equip you to have a financially successful small business through financial systems, financial knowledge, and money mindset.

If you’re ready to say yes to being financially successful and stop struggling with everything that hasn’t worked for a solution that will - you’re in the right place!

Hey, I’m Tiffany.  A mom, wife, financial guru and small business owner.  For over 20 years I’ve been a successful small business tax advisor.  I understand the confusion and frustration that comes with managing your own finances.  

As a CPA, I’ve been the ”go to” financial resource and partner for countless entrepreneurs.  Until now, I only helped established business owners making a lot of money, helping them save tens and even hundreds of thousands of dollars.  But I realized newer, smaller business owners needed as much, and maybe more, financial help than the bigger guys!  So, I’m here to help you increase your financial knowledge so you, too, can successfully operate your business and make the best financial decisions possible.

So, if you are ready to finally gain CONFIDENCE from financial confusion in your business, create simple financial systems, and get past financial roadblocks - this is the podcast for you! We are going to get absolute control of YOUR business finances TOGETHER.  So let’s dust off those spreadsheets, friend. It‘s time to buckle up!


Next Steps:

💰Pay Less in Taxes – Start Here! 💰

☎️ Find out how much you’re overpaying in taxes every year!  Schedule a FREE discovery call to find out --＞ https://phillipsbusinessgroup.com/

📧 Contact Me --＞ hello@phillipsbusinessgroup.com

Business

Entrepreneurship

Management

Are you unsure of what to do with your business finances? Are you scared you might do something that causes the IRS to come after you? Do you lack confidence in knowing if what you’re doing is correct? Are you desperate for answers for all of your financial questions? In this podcast, you will find financial knowledge and systems to set you free from the mass confusion of small business finances. My mission is to help equip you to have a financially successful small business through financial systems, financial knowledge, and money mindset. If you’re ready to say yes to being financially successful and stop struggling with everything that hasn’t worked for a solution that will - you’re in the right place! Hey, I’m Tiffany. A mom, wife, financial guru and small business owner. For over 20 years I’ve been a successful small business tax advisor. I understand the confusion and frustration that comes with managing your own finances. As a CPA, I’ve been the ”go to” financial resource and partner for countless entrepreneurs. Until now, I only helped established business owners making a lot of money, helping them save tens and even hundreds of thousands of dollars. But I realized newer, smaller business owners needed as much, and maybe more, financial help than the bigger guys! So, I’m here to help you increase your financial knowledge so you, too, can successfully operate your business and make the best financial decisions possible. So, if you are ready to finally gain CONFIDENCE from financial confusion in your business, create simple financial systems, and get past financial roadblocks - this is the podcast for you! We are going to get absolute control of YOUR business finances TOGETHER. So let’s dust off those spreadsheets, friend. It‘s time to buckle up! Next Steps: 💰Pay Less in Taxes – Start Here! 💰 ☎️ Find out how much you’re overpaying in taxes every year! Schedule a FREE discovery call to find out --＞ https://phillipsbusinessgroup.com/ 📧 Contact Me --＞ hello@phillipsbusinessgroup.com

Are you unsure of what to do with your business finances? Are you scared you might do something that causes the IRS to come after you? Do you lack confidence in knowing if what you’re doing is correct? Are you desperate for answers for all of your financial questions?  

In this podcast, you will find financial knowledge and systems to set you free from the mass confusion of small business finances.  My mission is to help equip you to have a financially successful small business through financial systems, financial knowledge, and money mindset.

If you’re ready to say yes to being financially successful and stop struggling with everything that hasn’t worked for a solution that will - you’re in the right place!

Hey, I’m Tiffany.  A mom, wife, financial guru and small business owner.  For over 20 years I’ve been a successful small business tax advisor.  I understand the confusion and frustration that comes with managing your own finances.  

As a CPA, I’ve been the ”go to” financial resource and partner for countless entrepreneurs.  Until now, I only helped established business owners making a lot of money, helping them save tens and even hundreds of thousands of dollars.  But I realized newer, smaller business owners needed as much, and maybe more, financial help than the bigger guys!  So, I’m here to help you increase your financial knowledge so you, too, can successfully operate your business and make the best financial decisions possible.

So, if you are ready to finally gain CONFIDENCE from financial confusion in your business, create simple financial systems, and get past financial roadblocks - this is the podcast for you! We are going to get absolute control of YOUR business finances TOGETHER.  So let’s dust off those spreadsheets, friend. It‘s time to buckle up!


Next Steps:

💰Pay Less in Taxes – Start Here! 💰

☎️ Find out how much you’re overpaying in taxes every year!&nbsp; Schedule a FREE discovery call to find out --＞ https://phillipsbusinessgroup.com/

📧 Contact Me --＞ hello@phillipsbusinessgroup.com

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187 \\ The Secret 'Roth IRA' for the Wealthy: Why the IRS Doesn’t Want You to Know This

187 \\ The Secret 'Roth IRA' for the Wealthy: Why the IRS Doesn’t Want You to Know This

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