TAX DEFERRED & ORDINARY INCOME

Why you can't retire rich on your 401(k) or IRA.

JP Scott - “J.P. Scott’s experience in financial services spans over 40 years. He has successfully owned and operated multiple firms specializing in wealth management, estate planning, and insurance. He is currently President and CEO of iWealth LLC., a subsidiary firm of J P Scott and Company that specializes in insurance wealth strategies and risk mitigation. He attended The University of Texas ’72-’76 and played on two championship golf teams, turning professional in 1976. J P Scott and Company was started in January 1980; An insurance company offering securities, employee benefits, commercial property and casualty, as well as employee benefit admistration for the oil and gas industry. After selling J P Scott and Company in 1986, he became the Insurance and Estate Planning Coordinator for three E. F. Hutton offices in Austin, College Station, and Corpus Christi managing 42 account executives and generating 18,000,000 in revenue. In 1990 to present he restarted J. P. Scott & Com&any building a successful Registered Investment advisory business, offering high net worth family’s financial services and as well as advanced estate planning. JP also specializes in asset protection strategies and designed the asset protection program endorsed by the Texas Medical Association and used by thousands of physicians across Texas."

Tracy Dufur - "Tracy DuFur is the Regional Vice President of iWealth LLC. a wealth creation and advisory firm with offices in Texas, New Mexico and Nevada. iWealth LLC advises highly compensated executives and high net worth small business owners in increasing their retirement income, implementing tax savings strategies and mitigating risk. She is also an Advisor/Owner in Lion Street which is a group of national independent firms that provide life insurance, business insurance, and wealth management solutions to high-net-worth individuals, business owners, and corporate clientele. Tracy has held senior level positions with Fortune 500 companies as well as owned and operated two successful consulting firms. She shares her success and knowledge in business by investing in and advising multiple startups. She has extensive experience working with the medical industry and providing asset protection and wealth maximization strategies for doctors and doctor groups. She holds a B.S. in Business Administration, Marketing/International Business from California State University Sacramento and a MBA with a concentration in Finance from the University of Nevada Reno. In addition, she holds multiple certificates in insurance and management. She routinely publishes on the business of medicine and other relevant financial topics."

Greg Hyde - “Greg Hyde is the Senior Vice President of Business Development for iWealth LLC. based in Austin Texas. Greg over sees case design and business development for iWealth, positioning the company as a leader in alternative retirement planning and high end disability. His educational back ground in finance lead him to a long career in insurance case design. Greg has not only worked for well respected companies such as ING and Voya he has also successfully run Hyde Consulting Firm over the past 13 years. His extensive experience in premium finance and case design has positioned him as a well respected industry specialist is complicated and large case design for high net-worth executives and business owners. "