Deductions, Exemptions, and Credits for 2017 and 2018. How much can you contribute to your qualified plans ? What deductions and exemptions are critical to take...and much more.
How to manage expenses and how to factor opportunity cost in all decision making processes when dealing with finances. In the United States, everything we purchase is financed...
Efficient retirement distribution planning is about strategies and not specific products. To win the financial golf tournament of life, the swing is more important than the clubs you use...
Tax-Free Retirement distribution techniques, tax-free retirement planning using the premier tax-preferred product and/or bluepring in the financial services marketplace, and provisional income calculations and advantages...
The importance of having the proper and orderly distribution of assets in your estate. Moreover, the meaning and direction of certain trust documents, i.e., healthcare proxies, living wills, and durable powers of attorneys.
Goals, objectives, and changes to consider in 2018 and for many years to come...taxes, investments, insurance, credit protection, and wills and trusts.
Critical features and benefits of life insurance, along with specific tax benefits, versatility, and usage...
33 min
About The Bert Salazar Show
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The Bert Salazar Show focuses on retirement, retirement distribution, tax-planning, accounting, and bookkeeping issues for individuals and small businesses...