What if the money you are about to hand the IRS could be working for you instead?
Most retirees spend decades saving, then watch a silent partner quietly claim 30 to 40 percent on the way out. David Bezar sits down with Jason Pueschel of Alternative Wealth Management to unpack the real difference between filing your taxes and planning around them.
They get into Reg D private placements, the oil and gas deduction that has been in the tax code for 80 years, and the real estate valuation move that can shrink a Roth conversion bill on paper. Jason also walks through the due diligence behind these strategies and why only about one in five makes it through.
These are Wall Street tools aimed at Main Street retirees, and the earlier you start, the more they can do. Listen now.