Did you like how we did? Rate your experience!

Rated 4.5 out of 5 stars by our customers 561

Award-winning PDF software

review-platform review-platform review-platform review-platform review-platform

Video instructions and help with filling out and completing Where Form 8815 Banking

Instructions and Help about Where Form 8815 Banking

Well, good morning. This is a particular session that is being recorded and will be broadcast on MoneyShow.com. It will also be available on 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 who don't like to pay taxes. That's why you're here, because we're going to talk about tax-free. 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. 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 but you can get it from me here today for $10. Myself and Rick Turkey, who's in the back, will also be speaking a little bit later today. We're going to 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. We're at the Sweet Pacific Jay, 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 Ed Slot present on safety PBS on public broadcast? He is recognized all over the country as the nation's leading expert in IRAs. In 2014, he presented a program that I happened to tune into and found very interesting. Now, first of all, Ed is very animated, a lot more than I am. Those of you who have seen him know...