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Tim Berry Estate and Retirement Planning Seminar
Manage episode 336311735 series 3226073
Το περιεχόμενο παρέχεται από το Peter Rizzo. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Peter Rizzo ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
I would like to formally invite you to a class I’m going to give on advanced strategies for 401k plans.
I’m not much of a hype man so I’m going to keep this really simple. The one constant I see with 401k clients is they haven’t fully realized how incredibly powerful their 401ks really are. Just stop and think about it. These accounts can be completely tax free and yet protected from the claims of creditors at the same time.
To that end I’ve created a relatively simple course to open your eyes to all the crazy things with your 401k plan. The concepts I’m going to teach include:
How to loan your plan an unlimited amount of personal funds with no interest
How to move your crypto, options, promissory note, or growth stock, into your 401k plan.
How to pass your plan on to your heirs without tax consequences
How to use today’s interest rates to lower taxes on distributions and conversions by 40% or more
How to move hundreds of thousands of profits from your business into your Roth, completely tax free.
I promise you that you aren’t going to be disappointed, anytime during the first day you can ask for all your money back if you aren’t blown away with the info. I’ve offered this class a number of times in the past and no one has ever taken me up on the money back guarantee.
Also we are going to make this a bit fun this year. The class is going to be in Mexico, at the Hard Rock Hotel in Puerto Vallarta. The hotel is all inclusive and is included in the registration fee for the class.
The Hard Rock Hotel
Puerto Vallarta
July 16th and 17th, 2021
Cost: USD $2,500
(Spouse or business partner $500 additional)
This is not a sales event. We will not be trying to push you to purchase any other packages. This is going to be all about learning invaluable information, so that you can start living the life you deserve.
Space is limited and there are only 30 spots available.
Call 602-900-1855,
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