{"id":605,"date":"2017-02-16T19:23:30","date_gmt":"2017-02-16T19:23:30","guid":{"rendered":"http:\/\/www.himmelsteinfinancial.com\/?p=605"},"modified":"2017-02-16T20:49:06","modified_gmt":"2017-02-16T20:49:06","slug":"greatest-time-to-find-the-money-and-opportunities-from-1040s","status":"publish","type":"post","link":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/greatest-time-to-find-the-money-and-opportunities-from-1040s\/","title":{"rendered":"Greatest Time To Find the Money and Opportunities from 1040’s"},"content":{"rendered":"

Taxes, Opportunity Find the Money<\/strong><\/p>\n

It\u2019s that unique time of t\"12567971-tax-forms-1040-1120-1065-u-s-income-tax-return-stock-photo-form\"he year that happens every year, Tax time.\u00a0 Many people in our industry will either have access or could get access to see our clients or prospects tax return.\u00a0 We have experienced that if you know where the money is, or how it can be created by tax filing tax rebates, we could use it to better our client\u2019s well-being.\u00a0 It makes the affordability question and answers much easier for the client to say yes to our ideas.
\nOne of our favorite vendors has a whole suite just for people who look at clients and prospects tax returns.\u00a0 It is one of the most comprehensive piece around and if one studies this they will find new opportunities.\u00a0 I am enclosing the brochure from Lincoln Financial about the 1040 overlay and resources one can have for taxes.\u00a0 There are client pieces as well.<\/p>\n

We are attaching the representative guide as well as a tax charts for 2016.\u00a0 The tax \u00a0charts are great because it gives many things related to taxes including marginal taxes, tax brackets, and also qualified plan limits, etc.<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Taxes, Opportunity Find the Money It\u2019s that unique time of the year that happens every year, Tax time.\u00a0 Many people in our industry will either have access or could get access to see our clients or prospects tax return.\u00a0 We have experienced that if you know where the money is, or how it can be […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"spay_email":""},"categories":[1],"tags":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/pdUwpZ-9L","jetpack-related-posts":[{"id":786,"url":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/professional-tax-relief-act-of-2018-reap-the-rewards\/","url_meta":{"origin":605,"position":0},"title":"Professional Tax Relief Act of 2018 Reap the Rewards","date":"03\/27\/2018","format":false,"excerpt":"These are exciting times because for the first time in years there are tax breaks that a professional can get that they didn\u2019t have available before.\u00a0 The unintended consequences of the recent tax act gave opportunity to the professional person that fits in the category if they wanted to be\u2026","rel":"","context":"Similar post","img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":948,"url":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/insured-asset-conversion-trust-iact-high-income-less-taxes\/","url_meta":{"origin":605,"position":1},"title":"Insured Asset Conversion Trust (IACT) – High Income Less Taxes","date":"02\/06\/2019","format":false,"excerpt":"https:\/\/youtu.be\/WGAOkSeSNa4 Almost every one of the clients over age 65 are primarily concerned about 2 things: Running out of money before they run out of breath, and needing extended care with no means other than liquidation of assets to pay for it. We find that many of these people have\u2026","rel":"","context":"Similar post","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/staging.himmelsteinfinancial.com\/wp-content\/uploads\/graphic1.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":129,"url":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/advisors\/","url_meta":{"origin":605,"position":2},"title":"25 Items Advisors Need","date":"05\/11\/2016","format":false,"excerpt":"25 Items Advisors Can Find Opportunities with Their Clients and Look like a Hero at the Same Time If you read this and it sparks attention please don\u2019t be afraid to call or email. Waiting or talking RMDs only at retirement. If they hate paying taxes now they will hate\u2026","rel":"","context":"Similar post","img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":376,"url":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/life-after-ag-48-the-law-the-effects-the-opportunities\/","url_meta":{"origin":605,"position":3},"title":"Life after AG 48 The Law, The Effects, The Opportunities","date":"05\/11\/2016","format":false,"excerpt":"The Companies are afraid The representatives are afraid The clients are afraid Life is great. \u00a0Now companies have to make sure the printouts they arm us with are ones the company can deliver over time. \u00a0Ain\u2019t that a kick in the pants.\u00a0\u00a0Isn\u2019t this what companies were\u00a0suppose to be doing\u00a0all along.\u2026","rel":"","context":"Similar post","img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":904,"url":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/mulitple-policies-better\/","url_meta":{"origin":605,"position":4},"title":"Multiple Policies Are Better!","date":"01\/10\/2019","format":false,"excerpt":"MULTIPLE POLICIES ARE\u00a0BETTER! We get requests from representatives and clients often with multiple goals that conflict with each other. You as the adviser realize it\u2019s a lot to ask for one contract to provide a Guaranteed Life Insurance Benefit, Chronic care, an income Stream, Multiple difficult beneficiaries or trusts, etc.\u2026","rel":"","context":"With 1 comment","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.himmelsteinfinancial.com\/wp-content\/uploads\/Edited-Table-Illustration.png?resize=350%2C200","width":350,"height":200},"classes":[]},{"id":791,"url":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/tax-leveraging-the-new-tax-law\/","url_meta":{"origin":605,"position":5},"title":"Tax leveraging the new tax law","date":"04\/03\/2018","format":false,"excerpt":"Tax leveraging the new tax law Under the new tax structure, businesses may elect to be taxed at a lower rate than individuals that own them. Many owners and their key people may be personally taxed as much as 37% federally.\u00a0 Even this new rate can be a misnomer because\u2026","rel":"","context":"Similar post","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/gallery.mailchimp.com\/98ad10abd4ba836a05eaa66a0\/images\/c48dc069-7894-485b-978a-1452acb7403c.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/wp-json\/wp\/v2\/posts\/605"}],"collection":[{"href":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/wp-json\/wp\/v2\/comments?post=605"}],"version-history":[{"count":2,"href":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/wp-json\/wp\/v2\/posts\/605\/revisions"}],"predecessor-version":[{"id":626,"href":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/wp-json\/wp\/v2\/posts\/605\/revisions\/626"}],"wp:attachment":[{"href":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/wp-json\/wp\/v2\/media?parent=605"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/wp-json\/wp\/v2\/categories?post=605"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.himmelsteinfinancial.com\/index.php\/wp-json\/wp\/v2\/tags?post=605"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}