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Income

We have yet to meet anyone who tells us that they have too much tax-free income.


There are many ways to generate income...and our favorite is passive income with low or no taxes. And that's not a one-size fits all solution. There are investments we all know of, and special investments and vehicles only available to those who are qualified.  Here are some thoughts:

- Did you know insurance can be a source of significant tax-free income?
- Are you aware you can use real estate as tax deferred or tax free income?
- Beyond stocks and bonds, are you aware of the myriad of alternatives out there?

Let us show you the opportunities that you may be missing out on.


One such example of a retirement strategy is Kai-Zen