Life Success & Legacy Triagle

Take a tax break? Or get multiple uses of your dollar?

In this episode the team ponders the idea of taking a tax exemption vs getting multiple uses of every dollar. The thinking exercise focuses on 529’s and HSA’s. Everett will expound upon Willie Sutton’s law from Nelson’s book and use this as a reference when contemplating these tax exceptions. Put that all together and you have a great podcast!

*Life Success & Legacy is NOT suggesting any tax strategies, but merely painting a picture through the lens of Infinite Banking the way Nelson Nash taught it.