BobTheTaxMan

  In BobTheTaxMan 

Now, including these plans in your IQD investment can still give you all the dreams…but with very little effort and very little expense.  The choice is yours.  Some are going to do nothing…spend it as quickly as possible…and then live a life of coulda, woulda, shoulda done things differently.  There’s some that are going to do something – exchange slowly…hoping the value of the IQD doesn’t fall… – Keeping your exchange income under the proposed $400,000/year…Then there’s those who are going to do everything they possibly can…reduce or eliminate those estate taxes…have a tax-free gain and…invest this gain for a tax-free lifetime income and leave a tax-free legacy for their heirs[NOTE:  Consult your tax professionals at the appropriate time to calculate the right tax for your unique circumstances and strategies.]   [Post 2 of 2]

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