REALLY COOL TOOL NAME

YOU AND THE IRS

If it were up to you, if it was your choice and legal, what percentage of your financial pie would you carve out for the IRS to enjoy? *

I wouldn’t give them sh*t

I’m happy to give them some

I’m happy to carve out whatever they tell me is for them

My expertise lies in putting you in control of the knife to decide just how much the IRS takes. Is your current financial structure aligned with this approach? *

Yes

No

Maybe, I’m not sure

401(k) / 403(b)
IRA / SEP IRA / Roth IRA
Stocks / Brokerage Accounts
Real Estate
Bank Accounts
CDs
Business Ownership
Other

Congrats - you're booked.