The Full Story on

Capital Gains Exit Strategy

"Anyone who holds equity inside of long term investments will eventually face the reality of paying Capital Gains taxes when liquidating assets.  For example, a real estate investor will continue to 1031 exchange proceeds from one project to the next to keep deferring the taxes to a later date.  

Stock Exchange
Stock Exchange

Our Mission

What do we do exactly?  We help to create a high cash value, tax sheltered account.  The contribution would be a percentage of investment proceeds annually.  When funded correctly, this tax sheltered policy will grow tax free retirement dollars to help offset any capital gains taxes paid later in retirement; and then some!"