As an Investor, one of the most important key concepts to remember is, “That it Isn’t Actually How Much You Make, it’s How Much You Actually Get to Keep, That Counts.”

The biggest single factor that many times determines your overall performance for your

investments is: How You Mitigate or Reduce Your TAX Consequences.

Having the correct tax strategies designed and implemented into your investment portfolio

(especially in real estate investing) from the beginning, will greatly increase your ability to KEEP

more Wealth. We can help you to develop Zero Tax Retirement Wealth.

For your primary residence we have found that many times, especially if you are there for a

while and/or the market you are in has had good appreciation, the standard exemptions do not

always cover the gain.

For all other types of investment property, many times the classic 1031 or the 721 exchanges will

not do what you want it to do, especially if you do not want to keep putting all your capital back

into real estate just to avoid having to pay the capital gains tax.

One strategy that many of us have never heard of or worked with, includes the use of Capital

Gains By-Pass Trusts and other Charitable Trusts, separately or in combination, to either

completely eliminate or at least to greatly reduce any possible capital gains tax you may face.

When you work with me, one of the benefits that you get, is that I bring to the table at no cost to

you, my entire Team of Financial Strategy Professionals and we CAN and WILL show you how to

properly structure your investments, so that you can KEEP more of what you earned.

For a no cost-no obligation strategy/education session take a moment right now to learn more about your ACTUAL options.