Educational Videos
The Model Q Strategy
More income, better returns, without the unnecessary risk
IST - The Installment Sale Trust
Use this completely legal strategy, which follows the tax laws exactly, to defer the taxes on the sale of highly-appreciated assets for ten years, or for generations if you choose.
Note: This is NOT a Monetized Installment Sale, which you should avoid.
Tax-Free Retirement
If you are saving money for retirement in an IRA, SEP, 401k, 403b, or 457 account, watch this short video to learn how tax-free savings can be better than tax-deductible.
Roth Conversion Tax-Free Income from your IRA
If you are currently saving money for retirement in any tax deferred account like an IRA, 401k or 403b, and you'd like a way to convert tax deferred into tax exempt, watch this short video on a retirement savings account with tax exempt growth and tax exempt income.
Video 1: How the Open Platform Monetization 'OPM' Program Works
Maximize your net-net income, transfer an IRA to an OPM, defer the taxes or make it completely income tax free.
Video 2: How the Open Platform Monetization 'OPM' Program Works
Maximize your net-net income, transfer an IRA to an OPM, defer the taxes or make it completely income tax free.
Sell your Real Estate Tax-Free, 30% or more income than rents, PLUS appreciation.
No 1031 Exchange needed or required, ask us how
Sell your business Tax Free
SellMyBusinessNow.com - ... and there are more benefits than discussed here, ask us how
Legacy of Love
Do not wait, talk to us today.