top of page
AVOIDING DOUBLE TAXATION
ON YOUR IRA FUNDS...
If you have more than $1MM in your IRA...
...and you don't need these funds for your own retirement...
...and you were planning on leaving these funds to your kids...
...we have a better plan for you.
Premium Financing Loans
IRA ROLLOVER DESIGN REQUEST
The ideal client must:
1. Have net worth that makes G2 subject to 40% in estate taxes.
2. Have a minimum of $1MM in a qualified plan.
3. Not need these funds for their own retirement.
4. Want to pass their IRA funds to the next generation tax-free.
If your client fits these parameters, please fill out the client information below and we will contact you to discuss your case within two business days.
bottom of page