This week on the Lifetime Income Series Jim looks at year-end tax planning strategies. Jim reviews the new tax brackets that went into effect this year, and discusses their implications for tax planning. He also looks at three different tax strategies; tax deferral, tax free and tax shelter, and discusses how they can work together. Jim gives a deferred compensation case study, and illustrates how all three tax strategies can be utilized. He also makes the case why dividends still make sense. The guest this week is Bob Marckini, the founder of the international prostate cancer support group, the Brotherhood of the Balloon (BOB). The BOB promotes prostate cancer awareness and prevention, advocates proton beam therapy for prostate cancer, and raises millions of dollars for proton therapy research. Marckini is the author of the book, “You Can Beat Prostate Cancer.”
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