Tax Free Strategies to help you navigate your future
From capitol gains tax deferment to helping you grow your retirement income tax free.
Looking forward to helping you in person.
Here are few a of the areas we specialize in
Tax Free Retirement Accounts:
A Shielded Retirement account that is powered by life insurance that boasts a death benefit, Tax Free monthly income till the end of ones earthly life, critical illness rider, tax free withdrawal for loans and protected from market volatility while allowing reasonable growth in account. Also known as the infinite banking and Be Your Own Bank concept.
401k's from previous employers can be moved into a safe account that is protected from market downtrends, allows for a guaranteed income for life.
Million Dollar Baby Plan
A powerful wealth building plan for children starting from the womb that gives the child access to compounding interest, protection from market loss, access to funds for college, buying a car or a home, or investing in a business tax free. The child may utilize this account for retirement purposes.
A powerful wealth building plan for children starting from the womb that gives the child access to compounding interest, protection from market loss, access to funds for college, buying a car or a home, or investing in a business tax free. The child may utilize this account for retirement purposes.
.The Deferred Sales TrustTM (“DST”) is a specialized type of installment sale under IRC Section 453, which has had a long track record of success, and has withstood scrutiny from both the IRS and FINRA. The name Deferred Sales TrustTM is a trademarked name for the unique Section 453-based structure, created by The Campbell Law Firm, which Estate Planning Team utilizes to achieve capital gains tax deferral (and potentially Estate Tax relief) for its clients. Successful use of this structure requires a team of experienced experts in different fields, whose collaboration is critical to a successful result. It is not just the legal and tax structure that is important, but the experience and collaboration of the team.
“Raza helped me and my family get setup with a solid 6 Figure income starting at 65”
Remi Stonewall
Are you ready to put an end to the
confusing, dreaded, and outrageous
tax issues after 65?
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