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Great CPA'S, Business Owners, & Even Billionaires
Endorse Tax & Retirement Institute

Michael Loeb

Billionaire Investor

"The Institute has created many innovative strategies that has helped me keep more of my wealth." 

Abe Ovadia, Attorney

Founder of Ovadia Law Group 

"Paying taxes is painful and I look to lower my tax bill whenever possible.” 

Sandy Johns, 
Miami, FL

"My Uncle is a CPA and handles my taxes so I thought I was covered.  But, he never told me how large my future tax liability would grow too.  I was able to put the Tax & Retirement Team on the phone with my CPA Uncle and I became very satisfied to achieve a painless tax-free arbitrage on my accounts."

Eddie Chablis
Miami Beach, FL

"It's as if I had a team of corporate tax attorneys to help me shelter my assets without paying the exorbitant legal fees.

I have worked with my CPA for 20 years and happy he was able to learn a new strategy to incorporate into my financial plan."

Lisa Sorensen
West Palm Beach, FL

"Nearing my retirement caused me to research the best way to retire safely and I felt extremely confident after moving forward with Julie Pegg and the Tax & Retirement Institute's financial plan."

You may also be interested in these strategies:
Term Life 
If you have loved ones having a low-cost term policy has much better odds than the lottery.
Guarantee your future income's growth and income payments like Social Security.
Long-Term Care Coverage
70% of seniors will require LTC services and new policies cover you and your family.
Alpha Roth
Getting or injured while you still have bills to pay requires a solid plan to avoid major losses.
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