7-year asset tansfer to reduce taxable income
TRANSCRIPT
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Do You Know this Man?
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Do You Know this Man?
John D. Rockefeller
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Do You Know this Man?
“Never Pay Taxes On Money You Don’t Use!”
John D. Rockefeller
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How many of you are reinvesting the interest or dividends from CDs, bonds, stocks, or other assets?
Reinvesting Earnings?
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How many of you are reinvesting the interest or dividends from CDs, bonds, stocks, or other assets?
Reinvesting Earnings?
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Following Rockefeller’s Advice
Q: How do we do it?
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Following Rockefeller’s Advice
Q: How do we do it?A: Transfer assets generating taxable income
to assets providing non-taxable income.
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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?
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ASSET TRANSFER7-Year
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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.
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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.
![Page 12: 7-Year Asset Tansfer to Reduce Taxable Income](https://reader034.vdocuments.mx/reader034/viewer/2022042816/558bed36d8b42a204f8b4580/html5/thumbnails/12.jpg)
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.
![Page 13: 7-Year Asset Tansfer to Reduce Taxable Income](https://reader034.vdocuments.mx/reader034/viewer/2022042816/558bed36d8b42a204f8b4580/html5/thumbnails/13.jpg)
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.
![Page 14: 7-Year Asset Tansfer to Reduce Taxable Income](https://reader034.vdocuments.mx/reader034/viewer/2022042816/558bed36d8b42a204f8b4580/html5/thumbnails/14.jpg)
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.
![Page 15: 7-Year Asset Tansfer to Reduce Taxable Income](https://reader034.vdocuments.mx/reader034/viewer/2022042816/558bed36d8b42a204f8b4580/html5/thumbnails/15.jpg)
7-Year Asset Transfer
Years
2 3 4 5 6 71
Taxable
$
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7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
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7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
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7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
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7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable$
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7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
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7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
![Page 22: 7-Year Asset Tansfer to Reduce Taxable Income](https://reader034.vdocuments.mx/reader034/viewer/2022042816/558bed36d8b42a204f8b4580/html5/thumbnails/22.jpg)
7-Year Asset Transfer
Years
1 2 3 4 5 6 7
Non-Taxable
Taxable
$
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From IncomeExempt
Taxes
7-Year Asset Transfer
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Estate TaxesAvoids
7-Year Asset Transfer
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ProtectedCreditor
7-Year Asset Transfer
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PortfolioSimplifed
7-Year Asset Transfer
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MonthlyGenerates
INCOME
7-Year Asset Transfer
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ReturnCompetitive
7-Year Asset Transfer
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Money toMore
HEIRS
7-Year Asset Transfer
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Worry Free.Secure.
7-Year Asset Transfer
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Consider…
What would the impact be on your lifestyle if your taxable investment income turned into non-taxable cash flow?