How The Wealthy Create Tax-Exempt Wealth

Kelly O'Connor, You're Either Informed Or Uninformed

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12 Videos (1h 31m)
    • Welcome Video

      4:24
    • 01 Pie and Mountain

      3:21
    • 02 Three Types and Check Story

      5:10
    • 03 Qualified Plans

      3:09
    • 04 Four Buckets

      13:45
    • 05 The Financial Teeter Totter

      8:28
    • 06 Additional Information Part I

      9:07
    • 07 Additional Information Part II

      14:01
    • 08 Debtor vs Saver

      6:12
    • 09 Client Case Study

      7:14
    • 10 Brother A vs Brother B

      8:38
    • 11 Household Income and The 1%

      7:56

About This Class

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I believe the IRS tries really hard to take the fun out of being successful.

If you believe the same, then I have a question for you: if it were up to you, how much of your retirement income would you want to share with the IRS?

I hope you said "None of it!"

Our current tax code allows you to make this possible and I demonstrate how the wealthy have done it for years...and all I need is a notepad to show you.

Yep, I'm a financial guy...but so what? This information is typically reserved for individual clients; however, I believe you deserve the opportunity to get what you want (which is to keep the IRS off your money).

Doesn't matter if you ever meet me or not...just educate yourself!

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Kelly O'Connor

You're Either Informed Or Uninformed