7-year asset tansfer to reduce taxable income
TRANSCRIPT
Do You Know this Man?
Do You Know this Man?
John D. Rockefeller
Do You Know this Man?
“Never Pay Taxes On Money You Don’t Use!”
John D. Rockefeller
How many of you are reinvesting the interest or dividends from CDs, bonds, stocks, or other assets?
Reinvesting Earnings?
How many of you are reinvesting the interest or dividends from CDs, bonds, stocks, or other assets?
Reinvesting Earnings?
Following Rockefeller’s Advice
Q: How do we do it?
Following Rockefeller’s Advice
Q: How do we do it?A: Transfer assets generating taxable income
to assets providing non-taxable income.
Question
How do we transfer our assets from a taxable environment, to an environment that can provide an entirely non-taxable retirement income, and pass to
heirs without income or estate taxes?
ASSET TRANSFER7-Year
7-Year Asset TransferGradually shift from taxable investments
to non-taxable assets
Transfer 1/7 of assets
annually for 7 years.
Generatenon-taxable retirement cash flow.
Pass your estate
to heirs tax free.
Generally or partially
exempt from lawsuits.
7-Year Asset TransferGradually shift from taxable investments
to non-taxable assets
Transfer 1/7 of assets
annually for 7 years.
Generatenon-taxable retirement cash flow.
Pass your estate
to heirs tax free.
Generally or partially
exempt from lawsuits.
7-Year Asset TransferGradually shift from taxable investments
to non-taxable assets
Transfer 1/7 of assets
annually for 7 years.
Generatenon-taxable retirement cash flow.
Pass your estate
to heirs tax free.
Generally or partially
exempt from lawsuits.
7-Year Asset TransferGradually shift from taxable investments
to non-taxable assets
Transfer 1/7 of assets
annually for 7 years.
Generatenon-taxable retirement cash flow.
Pass your estate
to heirs tax free.
Generally or partially
exempt from lawsuits.
7-Year Asset TransferGradually shift from taxable investments
to non-taxable assets
Transfer 1/7 of assets
annually for 7 years.
Generatenon-taxable retirement cash flow.
Pass your estate
to heirs tax free.
Generally or partially
exempt from lawsuits.
7-Year Asset Transfer
Years
2 3 4 5 6 71
Taxable
$
7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable$
7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
From IncomeExempt
Taxes
7-Year Asset Transfer
Estate TaxesAvoids
7-Year Asset Transfer
ProtectedCreditor
7-Year Asset Transfer
PortfolioSimplifed
7-Year Asset Transfer
MonthlyGenerates
INCOME
7-Year Asset Transfer
ReturnCompetitive
7-Year Asset Transfer
Money toMore
HEIRS
7-Year Asset Transfer
Worry Free.Secure.
7-Year Asset Transfer
Consider…
What would the impact be on your lifestyle if your taxable investment income turned into non-taxable cash flow?