ADVANCED TAX AND ASSET STRATEGIES
How Can I Make My Money Work for Me?
For years, middle-class Americans have been taught to find a job, work tirelessly, pay taxes, save money in a qualifying plan such as a 401k or IRA, and then utilize those funds to support their retirement while continuing to pay taxes on the money they're taking. And for the government, that's always been a great bargain.
Rather than putting it in an account where you face all the risk and then having the government decide how much you get to retain when you withdraw it, you may use the U.S. Tax Code to reduce your current taxes and then allow your after-tax money to grow without the government looming over your future.
However, the extremely wealthy do not follow this strategy…
Our Unique Program: THE VAULT
With new regulations in the Trump Tax Plan, techniques that were previously and solely available to the ultra-rich 1% of the population are now available to the 99%. The Vault Program makes use of:
- Current Tax Code Changes
- Investment-Grade Insurance Contracts
- Company Structuring
- Proven Asset Protection Techniques
Our team of professionals here at The Second Estate, including CPAs, financial advisors, business structure experts, and tax professionals, have developed The Vault Program in order to free invested funds from the taxing grips of the government and place them in your hands. And don't worry — the IRS approves it.
5 Advantages of Our Vault Qualified Rollover Plan
REDUCED RISK
Why have your retirement funds linked to the stock market's volatility? Put your money in a place where it will grow at a guaranteed and insured rate.
MORE CONTROL
With qualifying plans, your options are limited. With our method, you have far more freedom and may spend your money however YOU choose.
INCREASED REAL ESTATE VALUE
Take charge and invest your money in a way that will provide immediate and long-term benefit, rather than leaving it to market whims.
SAVINGS ON TAXES
Why pay taxes on the whole amount removed from an eligible account? Put your money in a tax-free investment instead.
LIVING BENEFITS
If you're diagnosed with a terminal disease, you can collect a portion of your death benefit early so you don't have to drain your retirement savings.
What Is Asset Protection?
Asset protection is the adoption of various strategies to protect one's wealth. It is an essential component of financial planning and ensures you have a safety net against claims from creditors. Individuals and businesses use asset protection to limit the access creditors have to various crucial assets while staying within the bounds of the debtor-creditor law.
According to data, about 20 million lawsuits are filed annually. One in four of these involve debt collection. Creditors can be ruthless when recovering their lost assets. However, you shouldn't let yourself be at their mercy. Asset protection is your security blanket.
More Ways to Protect Your Assets
Protection for My Real Estate
If your properties are titled to a person rather than a business, you are personally liable for any form of damage and loss. Placing your properties in business entities creates a protective barrier between you and the owned assets.
Protection for My Business Equity
The ideal business structure has an operating entity that owns no vulnerable assets while the holding entity owns the assets of the business. Within this structure, small business owners can eliminate or significantly limit the liability of both personal and business debts.
Asset Protection for Medical Professionals
Medical professionals face unique liability risks. Our strategies create protective barriers between your personal assets and your professional practice, ensuring your personal wealth is shielded from malpractice claims.
Investment Grade Insurance Contracts
An investment grade insurance contract allows you to invest your money without paying taxes on its growth. You can make withdrawals as needed, without having to pay taxes on the withdrawal — saving your money while receiving interest on it, tax-free.
Upstreaming
Tax upstreaming is a money-saving practice in which a C-corporation based in one state "upstreams" its earnings to a subsidiary based in another state with no income tax, such as Nevada or Florida, avoiding state income tax.
Family Limited Partnership
An FLP is a limited partnership that only contains members from the same family. The biggest advantage is the tax benefits — transferring limited partnership interests to family members reduces the taxable value of the estate while maintaining complete control.
Turn to the Right Professionals to Legally Protect Your Assets
Asset protection is the best way to legally keep your hard-earned wealth safe from creditors if they threaten to file a lawsuit or seize it. Contact a trusted professional today and learn how to secure your wealth from future risks.
MAXIMIZE YOUR TAX SAVINGS