Wise Choice Planning

Your Defensive Coordinators

Tag: Tax Strategy

Maximizing Your Financial Future: IRS Section 7702 and Indexed Universal Life Insurance

Aug 11, 2024

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by

Brent M. Wise

in Tax Strategies, Asset Protection, Estate Planning, Family Finances, Financial Education, Financial Planning, Investment Insights, Retirement, Wealth Management

Discover how to leverage IRS Section 7702 and Indexed Universal Life insurance for tax-advantaged growth, flexible retirement income, and robust asset protection.
IRS Section 7702: Your Key to Tax-Advantaged Defensive Asset Protection

Aug 4, 2024

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by

Brent M. Wise

in Tax Strategies, Asset Protection, Estate Planning, Family Finances, Financial Education, Financial Planning, Investment Insights, Retirement, Wealth Management

Discover how IRS Section 7702 can enhance your defensive asset protection strategy. Learn about tax-free benefits, income protection, and wealth preservation with Wise Choice Planning.