How We Saved Our Client $250,000 In Taxes 🤯 Reduced his taxable income using 3 strategies

We have a client that lives in California and makes $850,000 per year. Since, he lives in California he would have to pay almost 50% in taxes.

So we used 3 strategies to help reduce his taxable income to $250,000 which saves him $250,000 in his tax bill!

We used a cash balance plan, charitable remainder trust and a self directed 401K.

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To Purpose, Wealth, and Freedom.
Jerry Fetta

Jerry Fetta is the CEO and Founder of Wealth DynamX. He is a nationally recognized financial expert featured in Forbes, Yahoo Finance, Fox, Chicago Weekly News, New York Finance, interviewed on over 45 podcasts with world renowned experts, earning endorsements and affiliations throughout his career with names like Kevin O'Leary, Grant Cardone, Dave Ramsey, and Pamela Yellen.

Jerry’s mission in life is to help create millions of financially educated and solvent families achieving greater financial freedom and sharing the truth about money with those around them.

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(DISCLAIMER: The information in this content should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Wealth DynamX can and does not provide advice unless/until engaged by you.)