Hello Planner
"All I want in life is a small unfair advantage." Hank Greenberg, AIG ex-CEO
A Planner understands that tax-leverage, like other forms of leverage, can be used to create substantial wealth.
Be a Planner.
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Meet 401 Trust
Investors leverage DEBT
They leverage with TIME
They leverage EDUCATION
Why not leverage TAXES?Nathan Ross CPA, NP ROSS
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.
Say 'Hello' to your own HUGE unfair advantage.
Be a Planner.
Keep Scrolling
Explore REPPs*
"90% of all millionaires did so by owning real estate."... Andrew Carnegie
*Real Estate Private Placements
The Investment Terms of a Real Estate Private Placement are often very complicated.
How will you narrow the choices to the few 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. (PPMmath.com)
Our independent education and consulting services support due diligence for selection, performance & administration. You should Understand ... Trust ... Verify.
Be a Planner.
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Invest for Retirement
op·por·tu·ni·ty cost
"The loss of potential gain from other alternatives when one alternative is chosen."
LEXICO | Oxford Press
Three options for your taking control, however, only ONE can double your retirement wealth. By modeling each outcome we can project when your money will afford your lifestyle.
PAY TAX NOW
Taxable 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 $50k
- 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), no tax due now
- 1st TAX: UBIT/UDFI* ("Leverage tax") which applies to both the annual net income and any gains from leveraged investments =
THE IRA ACCT PAYS TAX - 2ND TAX: Distribute funds at any time, ordinary income rates apply + a 10% penalty if applicable; hardship exceptions available =
IRA ACCT OWNER PAYS TAX
* Unrelated Debt-Financed Income
Be a Planner.
Keep Scrolling
Keep Scrolling
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?
