Forward in 60 · Video
Session #14- JL17/26 - Simple Tax Strategies / A Creative Strategy for Funding Your PUA
Category Forward in 60Runtime 51:39
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In this session, we explored two simple tax planning ideas that could help reduce your family's overall tax burden (when implemented with the guidance of your tax professional). We also shared a creative strategy for maximizing your policy's EDO (Paid-Up Additions) even when you don't have all the funds available upfront. The discussion covered why timing matters, how to keep your capital working more efficiently, and how small changes in the way you manage cash flow can create meaningful long-term results.
