I Saved A Client $1 MILLION In Taxes...Here's How I Did It

Learn more about our services: https://www.parallelwealth.com/planning

A few weeks ago we created a financial and retirement plan for one of our clients, but we also found out that their bank had created one for them as well. We realized that with our plan, our clients were going to save $1 Million dollars in taxes PLUS their nominal income through 86 increased by $700,000. In this video, you'll get a good idea of how our financial planning software works...obviously not too many of you will have the amount of assets that are presented in the video, but our planning works for everyone.

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If you have any questions about this video's topic or retirement planning in general, visit https://www.parallelwealth.com/ or use the links below to learn more about our services.

➡️Fee For Service Retirement Planning: https://www.parallelwealth.com/planning
➡️Retirement Income Program™: https://www.parallelwealth.com/invest...
➡️Parallel Wealth Masterclass: https://www.parallelwealth.com/education

Additional 3rd Party Links and Resources:
🔗️Retirement Income for Life: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN
🔗️Free Credit Report with Borrowell: https://bit.ly/borrowellPWFG
🔗️CPP Calculator: https://research-tools.pwlcapital.com...

The above affiliate links are provided for your convenience. If you click on a link and end up purchasing a product or service, this channel may receive compensation for the referral. We have personally vetted each product and service we provide links to.

TIMESTAMPS
0:00 - Introduction
1:27 - The Bank's Plan
3:08 - Asset Breakdown
4:27 - Bank's Strategy
8:04 - Bank vs. Parallel Wealth Comparison
13:01 - Parallel Wealth Plan
21:02 - Effective Tax Rates
22:31 - Comparison Summary
25:02 - Create A Cohesive Plan
27:00 - Need A Plan?

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DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.

The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.