Bart conveys the concept that insurance can not only preserve worth, but increase it. Based on current assumptions, in part you can keep the tax collector's cut to a minimum. To date these concepts have saved Bart's clients millions of dollars of estate taxes and inheritance taxes.

 

Examples of what these concepts can do: discount your income taxes by as much as 20% to 50%; discount your estate and inheritance taxes by as much as 90%; make your municipal bonds and CDs estate and income tax-free; leverage your IRA or pension 10 to 20 times; multiply your annual tax-free gift 150 times; and recover real estate investment and business losses.

 

Bart's experience brings perspectives on how you can lower your investment risks, optimize earnings, and pay fewer taxes, so that your money works for your retirement. How you handle your 401(k), IRA or Pension Rollover decisions needs to be a part of your overall Portfolio Management Strategy. There are other ways to invest than in stocks, bonds and cash. Noted for his knowledge, creativity, insight, expertise and ability to reduce complex financial issues to understandable, human terms, Bart explains ways to protect your principal and minimize market risk by taking advantage of non-traditional investment programs.