Where Form 8815 Banking 2022-2023

Instructions and Help about Where Form 8815 Banking

Well good morning this is a particular session is being recorded and will be broadcast on money show comm and will be available on their website as well as our website in a month so I'm excited to see you here I'm excited to see that there are a few people at the San Francisco money show that don't like to pay taxes that's why you're here because we're going to talk about tax free it's it's a different sort of world that you're going to be entering into it is the world of tax free not tax deferred like the IRAs or the 401ks or the annuities this is a tax free world that we're going to be talking about and I've entitled my topic and my book which by the way all of you in attendance today will be able to receive a copy of this book it's 24.95 on Amazon but you can get it from me here today for $10 we will also be myself and Rick turkey who's in the back be speaking a little bit later today or gonna be doing a symposium on estate planning and asset protection tomorrow at 9 o'clock in the morning Rick and I will be available for interviews the rest of the day and sweet Pacific Jay so somewhere about four floors up I believe is what it is so let's talk about the family bank strategy and what it is how many of you have had the opportunity to see at slot present on safety PBS on public broadcast he is recognized all over the country as the nation's leading expert in IRAs and in 2023 he was he presented a program that I happened to tune into and found it very interesting now first of all...