"It's not what you make that matters, it's what you KEEP”  

In this lesson, we highlight a few items like:

• Your Pre-Tax accounts have Pre-Arranged Tax Obligations!
• The tax system is designed to have individuals owe more as their income increases.
• There is WISDOM in reevaluating pre-tax balances and understanding that not all of it is truly yours.
• There are opportunities to "OWN" more instead of "OWE-ing" more.