Bill is the host of The Safe Money Radio Show, every Saturday from 10 am to 11 am on WDTK 1400 AM and 101.5 FM. Listen on the station website or on iHeart Radio
Bill is a member of an online educational finance community ranked #1 by google and dedicated to providing free educational materials on retirement planning. To access these free materials please click on this button which takes you to SafeRetirementAdvantage.com
Bill periodically offers educational seminars to CPAs at which they receive CPE credit. For example, Bill presented a seminar to CPAs on The Tax Cuts and Jobs Act of 2017.
Here are some of the unique wealth building/tax saving strategies we offer...
"Distribution Solution": Allows a business owner to save 35% to 40% in taxes on an IRA distribution.
"Business Cost Recovery Strategy": Allows a business owner to recover the cost of any business expense, while building a sizeable retirement savings account that can be withdrawn from tax free.
Our clients save a huge amount of taxes. If you contributed $150,000 to a retirement account, you can save $460,584 in taxes over a 20 year retirement using Title 26, Section 7702 of the U.S. Tax Code.
At The Retirement Advantage MI, Your Safe Money Financial Planning Firm, we help our clients to achieve freedom from excessive taxation and market crashes, gain more control of their money and create financial independence.
A Retirement Advantage, MI designed plan defends you from the enemies of wealth, so you can live the worry free retirement of your dreams.
Safe Money Strategies- Participate in the gains of the stock market but
none of the losses, guaranteed.
401k, 403b, 457, IRA and Pension Rollover Specialists.
401k Profit Sharing and Cash Balance Pension Plan Design, Administration
Tax Free Retirement Income Planning.
Medicare Supplement Insurance Plans, Medicare Advantage Insurance Plans
College funding and financial aid maximization.
Call (586) 336-9588 for your free copy of the top selling book, Don't Worry, Retire Happy! In the book you will learn the seven steps to retirement security, as seen on public TV in over 80 million homes in the U.S. and Canada. Tom Hegna is regarded as "The" retirement income expert. Contributions to the book by Bill Duggan.