Hello Planner
Investors leverage DEBT
They leverage their TIME
They leverage EDUCATION
Planners, leverage TAXES
Nathan Ross CPA, NP ROSS
A Planner accepts responsibility for maximizing their family's financial well-being.
They know that tax savings can be leveraged to create substantially more wealth for their family.
Less tax. More profit.
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Meet 401 Trust
"All I want in life is a small unfair advantage."
Hank Greenberg, AIG ex-CEO
TAX LEVERAGE?
Direct rollovers from an IRA or an Employer 401k to a 401 Trust are not taxed.
Qualified earnings of the Trust are taxed only when distributed.
As Trustee, you self-direct the Trust's investments and you control distributions.
A tax-leveraged 401 Trust can DOUBLE your retirement lifestyle.
Less tax. More profit.
Say 'Hello' to your own HUGE unfair advantage.
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Explore REPPs
"90% of all millionaires did so by owning real estate."
... Andrew Carnegie
The Investment Terms of a Real Estate Private Placement are often very complicated.
How will you choose those that merit undertaking additional due diligence to confirm your investment objectives are met?
We can help assess the benefits of ownership from the Acquisition through to Exit.
Our independent education and consulting services support investors' due diligence needs with Partnership Selection, Performance Evaluation & Compliance Reporting.
Planners seek to understand, trust and verify.
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A 401K THAT PAYS YOU
op·por·tu·ni·ty cost
"The loss of potential gain from other alternatives when one alternative is chosen."
LEXICO | Oxford Press
There are just three options under the Tax code that allow you to TAKE CONTROL of your current retirement funds to invest in real estate. However, only one can minimize your tax burden, double your retirement wealth, and even PAY YOU while it's doing it. Our 401 MATH™ Illustration projects when your current facts & resources are able to produce enough after-tax cashflow (the money) that defines retirement (the lifestyle).
"But getting by don't mean your living..."
Neil Diamond | Nothing But a Heartache (at 1:09)
PAY TAX NOWTaxable Forever
• Liquidate all tax-deferred funds now, no rollover or taxable conversion utilized
• Ordinary tax rates apply, FEDERAL + STATE + LOCAL + a 10% penalty if applicable
• Going forward, Passive Activity Loss limitation rules apply, Federal & State tax is due on net taxable income + depreciation recapture + capital gains + the Net Investment Income or, "ObamaCare" tax =
TAXABLE FOREVER
401 TRUST
DEFER TAX NOW
or CONVERT to
TAX-FREE FOREVER
or CONVERT to
TAX-FREE FOREVER
• Direct rollover from IRA 401k 403(b) 457(b) or QDRO, TAX IS DEFERRED
• Distribute funds at any time, ordinary tax rates apply + a 10% penalty if applicable; hardship exceptions available
• Loan provision up to $100k ($50k ea. spouse/participant)
• OR,
post-rollover elect to pay a Conversion tax on all or part of the Trust's funds; qualifying distributions related to converted funds =
TAX-FREE FOREVER
ROLLOVER IRA
Taxed Twice
• Direct Rollover from 401K (or QDRO account), TAX IS DEFERRED
• 1st TAX: UBIT/UDFI* ("Leverage tax") which applies to both the annual net income and any gain from using leverage =
IRA ACCT PAYS TAX
• 2ND TAX: Distribute funds at any time, ordinary income rates apply + a 10% penalty if applicable; hardship exceptions available =
IRA OWNER PAYS TAX
*Unrelated Debt-Financed Income
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We are Planners
"When's the last time your tax pro called with a way to save you some taxes?"
Ed Lyon JD Tax Master Network
A Planner? Or, a Reporter?
Which type of professional do you want to work with?
One who works to reduce your tax bill by planning?
Or one who only reports it?
Less tax. More profit.
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