Trust The Plan Podcast- Beverly Hills Legal Svcs

Master money & law. Financial freedom starts with knowledge. Law Professor | Wealth Strategist | Credit Strategist | #MoneyLaw

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

Just a little test
https://t.co/zKWiyQRauR

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

@ChrisLandauUSA Don't miss any of these nefarious characters when you are revoking visas @StateDept

[Código Magenta @CodigoMagentaMx]

📍En el sexenio de @lopezobrador_, la Mafia de #Morena, ese entramado de intereses conectados por la llamada #pANDYlla del #Huachicol, extendió sus tentáculos corruptores más allá de @Pemex. Y se adueñó del Sistema de Administración Tributaria -mejor conocido como el @SATMX- además de las posiciones clave en #Aduanas y cinco dependencias estratégicas.

La opinión de @ramonalberto en #QueAlguienMeExplique: 👇
https://t.co/cIBctBcGiN

[Funerales Los Angeles @planesfunerales]

En Funerales LA, ayudamos a las familias de Los Ángeles a planificar con dignidad y amor. Preparar el futuro es un acto de cuidado.

Visita https://t.co/cnbl7BUhAX para un servicio personalizado y respetuoso. 🕊️❤️🙏 #FuneralesLA #PlanificaciónFuneraria #LosAngeles

[Funerales Los Angeles @planesfunerales]

En Funerales Los Angeles, ayudamos a las familias de Los Ángeles a planificar con dignidad y amor. Preparar el futuro es un acto de cuidado. Visita https://t.co/cnbl7BTJLp para un servicio personalizado y respetuoso. #FuneralesLA #PlanificaciónFuneraria #LosAngeles

[Funerales Los Angeles @planesfunerales]

En estos tiempos de incertidumbre, hay algo que sí esta en su contról asegurar. Planificar los arreglos funerales con anticipación le da tranquilidad a usted y a su familia en Los Angeles y en su país. Es un acto de amor y prevision para los suyos. Aquí le ayudamos. #funeralesLA

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

Path to Prosperity: Building Wealth, Securing Your Future https://t.co/r2RQNtbcLt #Meetup via @Meetup

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

Is your business giving you freedom—or quietly draining it?

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

FREE EVENT!
* Infinite banking uses whole life insurance as a personal bank. Borrow against cash value for flexibility, tax-free! #InfiniteBanking Mark your calendars, May 28, 2025

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

* Retirement planning isn’t set-it-and-forget-it. Rebalance portfolios and revisit goals annually. #RetirementPlanning #FinancialPlanning

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

* Dynamic withdrawal strategies adjust spending based on market performance. Stay flexible to avoid outliving your savings. #RetirementPlanning

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

* Retirement abroad? Research visa rules, healthcare, and taxes. Popular spots: Portugal, Costa Rica, Panama. #RetirementPlanning

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

* Downsizing your home in retirement can free up cash. But factor in moving costs and lifestyle changes. #RetirementPlanning

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

interest earned on the cash value in a whole life insurance account accumulates tax-deferred. no taxes are recognized as long as the cash remains in the account. The addition of tax advantaged growth to the compound interest equation leads to much faster growth

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

* Tax diversification in retirement: Mix taxable, tax-deferred, and tax-free accounts for flexibility. #RetirementPlanning

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

RMDs start at 73. Miss them, and you’ll face a 25% penalty. Plan withdrawals to avoid tax traps. #RetirementPlanning #TaxPlanning

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

* Long-term care insurance can protect retirement savings. Costs rise with age, so buy in your 50s for best rates. #RetirementPlanning

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

* Want to retire early? FIRE (Financial Independence, Retire Early) requires aggressive saving and lean living. #RetirementPlanning

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

Retirement planning for couples? Align on goals. One may want to travel, the other to stay put. Compromise early! #RetirementPlanning

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

Consider a QLAC (Qualified Longevity Annuity Contract) to secure income past age 85. Defer RMDs and reduce risk. #RetirementPlanning

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

A special needs trust can provide for a disabled loved one without jeopardling their government benefits. Precision matters! #EstatePlanning

[Trust The Plan Podcast- Beverly Hills Legal Svcs @trustheplanBHLS]

Did you know major banks hold over $130 billion in permanent life insurance assets on their balance sheets? It's one of Wall Street's best-kept secrets—an asset they leverage extensively but rarely recommend to their clients.