7-year asset tansfer to reduce taxable income

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?