Over the past 37 years in meeting with over 15,000 Savers, Tony has learned that when you boil it all down, there’s only three things you can do with money; Spend it, Save it or Give it.
Believe it or not, one of the best ways to save money on your tax-infested 401(k) is to “Give it” to kids and grandkids now vs. later. The problem is knowing “when” the best time to give might be. That’s where we come in.
Click the play button below to hear Tony’s advice regarding “A Tale of Two Savers” and how Tony showed them how to beat the tax-man by giving it away now vs. later.