Illustrations
Illustrations
Embedded Files
401MATH.COMBY NP ROSS
Acknowledgements
(CLICK HERE FOR THE ILLUSTRATIONS)Acknowledgements
DISCLAIMER
DISCLAIMER
The information on this website is provided solely for educational purposes on an "as is", "use at your own risk" basis. The information is not meant to be, and should not be construed as tax, legal or investment advice. We make no guarantees as to the accurateness, quality, or completeness of this information nor shall we be responsible or liable for any errors, omissions, or inaccuracies in the information or for any user’s reliance thereon. The user is solely responsible for verifying this information is appropriate for their own facts & circumstances should they attempt to use it. Lastly, as with any tax, legal, investment, or financial decisions you should consult with your own professional advisors PRIOR to undertaking any decision that relies on this information.
ALL ILLUSTRATIONS ACCESSIBLE ON THIS WEBSITE CONTAIN FORWARD-LOOKING PROJECTIONS AND ESTIMATES THAT ARE INHERENTLY UNCERTAIN, ANY MAY NOT BE ACHIEVED, IN WHOLE, OR IN PART.
Specifically, the assumptions used presume that the Trust's investments will generate, incur, or experience assorted levels of compounded growth, cash flows, administrative costs, and FEDERAL AND/OR STATE INCOME TAX RATES that may, or may not come to pass, or may materially differ from results projected herein. In all cases, the TRUSTEE OF THE PLAN (IN MOST CASES, THIS WILL BE THE INVESTOR) IS SOLELY RESPONSIBLE FOR EVALUATING ALL ECONOMIC CONSIDERATIONS WITH RESPECT TO THE SELECTION, MONITORING THE ONGOING PERFORMANCE, AND EXECUTING ANY ACTION THAT MAY BECOME NECESSARY TO ENSURE SUCCESS AND/OR LIMIT (OR PREVENT) FAILURE WITH RESPECT TO ALL INVESTMENTS UNDERTAKEN BY THE TRUST NOW AND IN THE FUTURE.
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ACCESS THE ILLUSTRATIONS
By proceeding with accessing any of the illustrations below, you indicate your acknowledgement and understanding of the disclaimer above.
$350,000 20% IRR 4-YR Compound, Distributions Start in YR 5, "Retirement" = $100,000 of Annual After-Tax Income
$350,000 20% IRR 9-YR Compound Distributions Start in YR 10 "Retirement" = $100,000 of Annual After-Tax Income
We include illustrations showing the relative outputs of the ONLY 4 options for how 401(k) or IRA funds may be re-structured to invest in real estate. Forget the emotional, "one-size-fits all", "we will retire you in 5 years or less" marketing hype that rarely applies to "Passive" Investors. Those that make such statements never quite get around to considering how much capital you currently have to work with as you get started on your quest for retirement. Further, and equally important, there is little, if any consideration given to how you define "Retirement". Is "Retirement" $100,000 annual after-tax income? ... $150,000? ... $500,000? These represent significant factors in just how "well" you can live in retirement. To borrow a line from the great Neil Diamond's hit song, Nothing But a Heartache, "Gettin' by don't mean your living"...
We explain the MATH that shows why you won't come close to retiring in 5 years IF you give away up to 50% of your net worth to the Federal & State taxes (premature distribution penalty if applicable) that will be due before you ever get started. There is a better way, we will show you how. You will come to understand the unemotional "MATH" that answers the "when" part of the retirement question for your specific level of resources when combined with your definition of retirement.
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