Taking this 30 second quiz could translate into millions of dollars in savings for you.
#1 Will you have taxable income for 2014?
#2 Do you have any fees payable to you before year-end?
If your answer is YES to both questions, move on to #3.
If your answer is NO to either question, STOP. We can talk early next year.
#3 Do you enjoy sending upwards of 50% of your hard-earned fees to the government?
If your answer is NO, move on to #4.
If your answer is YES, you can STOP. I don’t have words.
#4 Would you like to invest your fees on a pre-tax basis, defer your tax obligation into the future, and have the option of borrowing up to 95% of your deferred fees at 2.5% fixed?
If your answer is YES, we should talk soon. It could mean millions to you.
If your answer is NO, again, I don’t have words.
Check out our new website – we think it’s pretty cool. You can see what all of your colleagues are talking about, and how we can save you millions too!