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Dr. Harold Wong helps seniors and Baby Boomers to safely maximize retirement income. He uses private pensions, real estate, and equipment leasing to generate a steady 6-9%+ annual cash flow and advanced strategies to reduce or eliminate taxes.

Roth IRA and 401(k) planning can eliminate income tax for life for the client and his spouse. Multi-generational IRA planning allows parents to leave 3-10 times the money to their kids or grandkids. The Self-Directed IRA allow you to invest in alternative assets such as real estate & equipment. The Rockefeller Trust allows one to sell assets with $millions of taxable gain and pay ZERO capital gains tax.

Dr. Wong earned his Ph.D. in economics at UC Berkeley in 1974 and passed the national CPA exam in 1979. He has appeared on over 400 TV/radio programs and published over 100 articles. He set audience response records on over 50 stations and his first radio show received over 3,000 letters & phone calls.

For 7 years, he wrote the only column on money for The AZ Republic community section, the largest daily newspaper in AZ. His research has been distributed to over 2,000 newspapers. He has educated thousands of lawyers, CPA’s, financial professionals, and realtors.

Popular seminar topics include:

1. Secrets of Roth, Multi-Generational, and Self-Directed IRAs!
2. Earn a Steady 6-9%+ and Save Taxes!
3. How Women and Couples Can Increase Income and Reduce Taxes!
4. Secure Your Financial Future: Lessons from Warren Buffett!
5. Secrets of the Rockefeller Trust!
6. How to Maximize Social Security & Other Retirement Income!
7. Why Tax Savings & Alternative Investments Beat Wall Street!
8. Work with Millionaires: Tax Strategies for Realtors & their Affluent Clients!
9. How to Sell Your Real Estate and Pay No Capital Gains Tax!

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Areas of Expertise:
Finance/Investments
Retirement/Aging
Senior Citizen/Marketing

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hwong - Updated: August 21, 2018