We are currently living under some of the lowest tax rates we have experienced in our lifetimes. But if you are putting money into traditional IRAs, 401(k)s, and tax deferred investments you aren't taking advantage of them. Even worse, you could be avoiding paying taxes on your deposit, to pay a higher tax rate on your deposit PLUS ALL THE GAINS YOU MAKE!
The key to long-term wealth is to pass assets from generation to generation in a tax-free manner.
Not only does our strategy allow for your use of capital without being taxed, but the remaining balance in your account shall pass to your beneficiaries free of tax as well!
When structured properly, your account can provide tax-free benefits for your family for generations to come, just like the Rockefellers.