Ballooning National Debt/Deficit Spending
All growing exponentially because of overburdened Social Security, Medicare, Medicaid, Bailouts, COVID-19 Stimulus Programs
How are WE going to pay for it all?
Taxes MUST Inevitably Increase!
Learn the new paradigm for accumulating dollars thoughtfully and strategically in a variety of retirement accounts to extend the life of your retirement assets.
Who should inherit your assets?
Transferring property at death
Planning for incapacity
The importance of updating your plan.
Learn what causes Social Security taxation. Understand Social Security thresholds of which you must be aware. Appreciate the real costs of Social Security taxation. Discover strategies to reduce or eliminate Social Security taxation.
Learn why a long-term care event may have a devastating impact on your retirement
Understand why Medicaid only steps in after "spend-down"
Learn why the non-institutionalized spouse may live a greatly reduced lifestyle because of an institutionalized spouse's last illness
Discover a hybrid way of paying for long-term care expenses
Don't let another devastating event or dramatic market downturn leave your retirement in jeopardy or have unnecessary taxes chew up your hard-earned money before you get to enjoy it for yourself!
Full length Hollywood documentary produced and directed by Doug Orchard. Features: George Schultz, PhD, Former Comptroller General David Walker, Power of Zero author David McKnight, Gov. Gary Herbert, Tom Hegna, and others!