• What Is Your Lifetime Tax Strategy?

    by  • February 5, 2014 • Personal Finance, Taxes • 2 Comments

    Tax Services When is the last time you thought about your lifetime tax strategy? You know, the lifetime tax strategy that helps you minimize taxes, take advantage of the tax code and pay no more than you need to?

    If you are thinking that you don’t have one or that you have no idea what this is about, you are not alone. The reality is that most of us do not have any sort of lifetime tax “strategy”.  And that’s the “problem”.

    But why are most of us in this situation without a lifetime tax strategy when no one likes to pay more taxes than they should? Well, the US Tax code is very complex and very confusing. Taking advantage of all its provisions is more than a little complicated especially when it comes to understanding the long term implications and tradeoffs of tax deduction, tax deferral and tax exemption. However, not taking advantage of all tax provisions can reduce both the value of your capital assets and the income of those assets can produce by hundreds of thousands of dollars, especially over 20 years of retirement.

    Watch the video below to find out how to create your lifetime tax strategy.

    IMPORTANT: This video is for informational purposes only. It does not reference, represent or recommend any product or service.


    Tim Mobley is a Louisiana licensed professional who has over twenty years of experience serving the community. He is passionate about working with clients and his goal is to educate and inform them so they feel confident in the decisions that will shape their future. Whether you are concerned about getting out of debt, outliving your retirement, paying too much tax on Social Security benefits, or keeping your money safe in a changing global economy, Tim is a trusted source. His business and personal focus is to coordinate your investment objectives from a tax planning perspective.


    2 Responses to What Is Your Lifetime Tax Strategy?

    1. Beth Roger
      March 10, 2014 at 8:39 am

      I didn’t realize how important it was to have a lifetime tax strategy until I created one with the help of my advisor. I am excited how I will not be paying more than I should.

    2. July 28, 2014 at 4:11 am

      Great saidLife time tax strategies are very benificial to those who want to pay less then the tax code they actually have to pay most of us having problem that we dnt have life time tax strategy so this is very much benificial for us….

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