Category: Tax Planning

Man demonstrating 7 ways to legally avoid paying taxes
Greg Welborn

7 Ways to Legally Avoid Paying Taxes

Finding ways to minimize tax payments is a goal for many individuals and businesses. Luckily, the U.S. tax code offers several legal strategies to help

A graphic of a man holding an big umbrella over a massive piggy bank
Greg Welborn

6 Essential Wealth Preservation Strategies

Developing wealth preservation strategies has always been an essential part of retirement planning. However, today it is even more critical for one specific reason: the

Image of tax form
Christian Welborn

How to Avoid Estate Tax

America is still a place where if you work hard, save your nickels and dimes and practice prudent financial strategies, you can build substantial wealth

Roth Conversion
Greg Welborn

The Roth Conversion Opportunity

A Roth Conversion Opportunity You Don’t Want to Miss 2010 doesn’t just mark the end of another decade; it also marks a unique window of

Understanding Annuities Guide

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