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Do you have a comprehensive Tax Strategy?
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When do you want to retire?
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ASAP
5 years
10 years
15 years
Retire - what is that?
When I stop enjoying my work
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I use 529 Plans to save for College
I try to max out my annual giving
I defer compensation
I max out my pretax savings
I want to give (currently give) to charity
Are you familiar with the combined Gift & Estate tax systems?
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Absolutely. Do you want my spreadsheet?
Not really, tell me more
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Do you have any whole life insurance?
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Yes, and through my work
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