Just say " NO" to an IRA, 403(b), 457, 401k or Roth!
These defined contribution plans are full of market risk and worst of all -- your income is taxable! However, A properly structured 7702 (a) private plan allows you to accumulate money tax -free, withdraw money tax- free, and transfer money to heirs tax -free. In addition, this plan allows you to participate in market like returns, with no downside market risk. That's right, you can only make money but never lose money!
Properly structured, this type of retirement plan can produce 300% more income in retirement! Think about it...if remove market risk and eliminate the tax man from your life, wouldn't you be much better off? Of course! These benefits are achieved through a fully IRS approved retirement plan that renders the traditional defined contribution plan obsolete).
A properly structured private plan, in accordance with specific IRS guidelines, 7702 (a), is critical to maximizing the desired tax-free benefits. An improperly structured plan can cause slower accumulation of money and the loss of some of the tax benefits. Choosing the appropriate plan for each individual is also critical to the process. There are only a handful of companies that offer these types of planning vehicles. They are broadly structured along similar guidelines, but they all have different nuances. Knowing the ins and outs of each plan and how they will impact the financial profile of the individual is key to building a successful retirement program.
Michael Tompkins has the specialty training, years of experience, and access to the most advanced financial calculators necessary to build the right plan, the right way, for you. He will educate you on the details you need to know about your plan. Michael will be there for you now and in the future.
For a free no-obligation consultation, call today at: 805-432-6404
