Available exclusively to IRA Millionaires, designated by the IRS as Accredited Investors, we use advanced tax planning strategies which combine several sections of the tax code to legally eliminate taxes.
Our strategic planning is not about loopholes or gimmicks; it's about understanding the tax code and using it exactly as it is written.
We don't break the tax law, we don't even bend it. We use the tax code to your advantage .
As
an IRA Millionaire you have crossed a financial threshold that quietly changes
everything...for the better.
Once
your investable assets moved beyond a million dollars, you entered a category
that the IRS designates as an ‘accredited investor.’
That
transition moved you from what we call Level I to Level II. Most people
never realize it’s happened, and they miss the tax elimination opportunity that
it offers.
Level
1 investors have less than $1million. The challenge for investors in this
category is being able to afford to maintain their lifestyle in retirement. Level
1 financial advice is about accumulation, the world of 401(k)s, IRAs, stocks, bonds and mutual
funds. It serves the 98 percent of Americans that are still building wealth.
Investors
with over $1 million, the Level 2 investors, are part of an exclusive group, comprised
of just 2% of Americans. Your
concern is not about retirement, your problem is taxes. You need to protect what you have—keep more
of what you’ve built.
Different
problems require different solutions.
Level
I tools can’t solve your Level 2 tax problem.
As Level 2, Tax Elimination Specialists, we stress-test
multiple tax-elimination strategies using your real numbers to find the most
cost-effective path to eliminate your taxes.
Every plan is backed by an
IRS Opinion Letter or IRA Private Letter Ruling
You can remain on
your current path; stay with the IRS’s plan for your money and pay millions of
dollars in taxes over your retirement, or use our better plan to eliminate them
