Tax Inversions and Quality of Life

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James J Puplava CFP

You might be aware that a tax bill is currently working its way through Congress, but what you may not know is that it could increase your taxes depending on your income and where you reside. In today’s Lifetime Income, we discuss who is likely to affected and why this builds the case for “tax inversions,” moving to a state that lowers your cost of living and the taxes that you’ll pay. For this week’s Lifetime Income Series case study see what Greg Flowers did in “Taking Steps to Protect Your Lifestyle.” See PDF here or follow along with the slides below.

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About James J Puplava CFP