FREE WEBINAR
Using LIRPs for Advanced Tax Planning
Join David Spence, CPA, CFP, CLU, PFS – a highly credentialed professional
TAX-FREE TUTORS was founded by David Spence, CPA, CFP®, CLU, PFS, a highly credentialed professional with over 4 decades of experience in financial planning. Dave owns and manages Palladium Wealth Management, LLC, a Registered Investment Advisory firm located in Northern Virginia.
About the Webinar
Using LIRPs for Advanced Tax Planning
A Life Insurance Retirement Plan (LIRP) is an advanced tax planning strategy with many advantages over traditional retirement accounts, as well as ROTH accounts. This webinar will explain why, when and how they work, as well as several potential pitfalls that could limit their effectiveness.
Tax professionals who understand LIRPs can be more valuable to their clients than ever, and move toward PLANNING and away from PREPARING.
Join us for this free webinar to learn why you’ve never heard all of this until now.