Around here, we’re into bringing intentional tax strategy and retirement planning together so you can have confidence and peace of mind that you’ll have years to enjoy the wealth you’ve built.
Let’s be honest…if there is anyone that can make tax strategy and retirement planning fun… it’s us!
Complicated and time-consuming
One-size-fits-all approach
Something you do by yourself
Know that you're taking the correct steps to secure your financial future
Be able to save time and money by avoiding costly mistakes
Have a clear and comprehensive understanding for your retirement so that you can create generational wealth
-Elizabeth P.
-Alison L.
Then trust me, this course is for you.
We break down each retirement account, what the benefits and downsides are, how to save potentially millions of dollars in taxes over your lifetime, and which ones are our favorites and why.
Discover how to maximize your wealth, reduce your tax burden, and secure your financial future with ease.
We'll show you how to rock out your retirement planning like a pro, so you can retire in style and enjoy all those years of hard work!
I’m Barbara – Your Tax Coach.
I know you’re the kind of business owner that wants to only pay what you NEED to be paying in taxes so you can save, plan for retirement, take a dream vacation (or 10), and start to live that CEO lifestyle.
And I’m totally here to help you do all of it!
I’ve designed this course for all business owners no matter your existing knowledge and experience. The course provides a complete overview of retirement options and strategies, starting with the basics and progressing to more advanced topics. Additionally, the course includes resources and support to help you apply the concepts to your specific business needs, ensuring that you get the most value out of the course, regardless of your current level of knowledge and experience.
You will have lifetime access to all course material. This includes all updates and changes we make to the course whenever retirement regulations and tax laws change.
Retirement Riches Roadmap provides you with the knowledge and strategies needed to optimize your retirement plan and reduce your tax liability. By choosing the right retirement plan and maximizing your contributions, you can grow your retirement savings and potentially save thousands of dollars in taxes every year.
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Stay up to date with all things taxes and how to keep more of your money in your pocket!
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