America's #1 Tax Advisor, Ed Slott, CPA says...Life insurance is the most flexible and tax-efficient asset to leave to a trust. And best of all, you don’t have any income tax on life insurance, and it can be excluded from the estate.

You may have noticed the influx of great articles regarding the "Buy, Borrow, Die" strategy that advocates for its ability to reduce taxes and maximize wealth. Unfortunately, these articles also position this strategy as something exclusively available to the rich. Further, some even go as far as explicitly associating this strategy with the ultra-wealthy, such as Elon Musk, that use Buy, Borrow,

What will you do after Tax Day 2023. Someone said, she will do tax and financial projection. Found out that she can retire earlier than 65 and comfortably live for less than a day. 🤣 Contact us to retire happier and longer. Patrick Anderson President & Managing Director Unifirst Financial & Tax Consultants 205 Van Buren St, Ste 120, Herndon VA 20170 W P (57

As someone plans for retirement, it’s essential to consider the tax implications of all their investment and withdrawal strategies. A qualified financial advisor can help understand the tax implications of various retirement options and develop a comprehensive strategy that helps minimize taxes in retirement while helping people reach their goals. Additionally, strategic decisions on when to take

Oysters Sand Arbor (OSA) awards a $50.00 check to Mr. & Mrs. Mel & Anne Marie Ochoco of Herndon VA. Oysters Sand Arbor is a non-profit, volunteer-service club that believes in the value of giving back and helping others in their community. This innovative Samaritan program is provided and funded by Gleaner Life Insurance Society.

Amazing American Heroism from Pearl Harbor Day is strongly being carried up to today by our present-day Heroes. Let's hear their stories on Dec 7 at Worldgate Atrium, 205 Van Buren St, Herndon VA 20170.

Meet ordinary people who does extraordinary tasks in the service of our country and our lives are changed. >>>

“Four score and seven years ago our fathers brought forth on this continent, a new nation, conceived in Liberty, and dedicated to the proposition that all men are created equal." - 16th US President, Abraham Lincoln

Amazedly privileged to meet 2 Blind & Gifted Celebrities, Scott McIntyre & Tommy Edison who are successfully seeing by believing. "Blessed are those who have not seen and yet have believed.”

Preparing for retirement has changed dramatically throughout the last several decades. Not only are people living longer due to improved health care, but costs have dramatically increased all around. (Kiplinger article, 10/25/2022)

So humbled to dine with 'The Blind Cook', Christine Ha. She was 'The Master Chef' winner and New York best selling author. She inspires everyone with disabilities to pursue their dreams despite limitations.

At the conclusion of tax season 2021, glad to sponsor & help FireWorks @ Cascades Team for their tax/financial plan 2022-2023.

Honoring all Service Deputies for keeping us safe in our communities.

Though there are some rumors on the internet that the government stops taxing Social Security payments once you reach a certain age, such as 70, this is simply not true. Social Security payments are taxable from the moment you start receiving them until you die.

How much will you LOSE in Taxes & Fees from your Retirement Plan over your lifetime? Contact us today: