Discussion about diversifying your retirement plans.
Category Archives: Tax 664
Advisors, Blog, Endow America, Home Slider, Retirement, Tax 664
Eric D. Brotman, CFP®, author of the Don’t Retire… Graduate! book and podcast
25
Jun
Jun
Les’ guest is Eric D. Brotman, CFP®, the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and regular contributor to Forbes.com
Advisors, Blog, Home Slider, Tax 664
Unlocking Financial Success by Building Income, Legacy, and Resilience
01
May
May
Unlocking Financial Success Building Income, Legacy, and Resilience (youtube.com)
29
Apr
Apr
Discover how the 6-6-4 method revolutionizes family dynamics for a better world. Join us as we delve into the lightbulb moment that sparked this transformative approach, helping parents take care of themselves, their children, and create a positive impact with Chris Cyr. See more with Chris Cyr:
Blog, Endow America, Tax 664
Les Interviews a Guru of the Pooled Income Fund, Tune in at 11 ET this week for the Dan Rice Interview
15
Apr
Apr
Dan Rice, a guru of the Pooled Income Fund says they are back and being used. Watch on youtube or listen to the interview at 11 am ET all this week on Route 664 Radio. Route 664 Radio – Free Internet Radio – Live365
22
Jan
Jan
WHY DOES SECTION 664 AND SOCIAL SECHARITY SOUND LIKE SOCIAL SECURITY? We want people to recognize the similarity. They are similar in function but different in outcome. SOCIAL SECHARITY Social benefit Enacted by the US Congress more than 50 years ago Voluntary gift to create personal income Leaves everything in your community Meant to supplement […]
22
Jan
Jan
This blog post explores the harmonious intersection of charitable giving and personal wealth management through Tax Code 664. It illuminates how individuals can not only grow their wealth but also contribute significantly to their favorite causes. We’ll discuss how 664 plans offer a unique opportunity for philanthropically-minded individuals to make a lasting impact while enjoying […]
22
Jan
Jan
The world of financial advising is evolving, and 664 advisors are at the forefront. This post highlights the emerging role of these specialists in contemporary wealth management. Learn about their unique approach to financial planning that merges savvy investment strategies with philanthropic goals, creating a new paradigm in financial advisory services.
22
Jan
Jan
Millennials face unique financial challenges, but Tax Code 664 emerges as a beacon of hope. This post explores why 664 is an ideal solution for younger generations seeking to build wealth sustainably. Understand its advantages over conventional plans and how it can be a cornerstone for long-term financial security.
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