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Tax Savings

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How will this benefit or help me?

If you're paying a yearly tax rate of 30% or more, we want to help you finance a tax deduction and strategically lower your current tax bracket. Fixed index annuities offer a combination of life insurance and guaranteed rate of return. If you're retired, buying life insurance can be a smart financial move.

  • What is the first step to restructuring your income taxes?

    Check and verify you are using all available deductions under the current tax code.

  • How do I qualify to restructure my taxes?

    If you provide your last 2 years tax returns and current pay stub for us to check the possibility for you.

  • How will this benefit or help me?

    Our tax system is progressive tax, meaning if you paid $50K in taxes in the last few years, then you're paying a tax rate of 30% or higher. Our program can restructure your taxes so that you can redirect that tax savings into wealth. This will create a tax-free retirement supplement income that allows you to utilize a tax strategy to redirect this savings into a whole life policy.

  • What are the costs associated with this restructuring of income taxes?

    No upfront cost. First, we verify to see you are qualified by 2 years, first 2 pages tax return. The administration cost is 10% of tax savings and the rest of 90% are put into a program to provide a tax-free supplemental income for retirement.

  • What are out of pocket costs?

    Normally it can be cash positive, but it all depends on what your goals are for retirement. All the tax-savings are to benefit your goals and objective for retirement and protection of your income stream.

  • Life Insurance Coverage

    Get covered with an individual life insurance plan or compare today's rates with your current policy or policies.

What does the IRS think of this Strategy?

This strategy has passed an IRS audit 95% of the time. In the appeals process this strategy has pass rate of 100%. Furthermore, this is not an IRS listed transaction and this strategy has never been litigated because it always passes the initial IRS inquiry. Audit and litigation defense is included when you engage us to represent you in this transaction.

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Tax Savings
Tax Savings Investor

Getting Started

How soon should you get started?

We consider first the charitable deductions. 26 U.S.C. § 170(a) provides a deduction for "any charitable contribution . . . payment of which is made within the taxable year." To qualify for a deduction, the charitable contribution must be "actually paid during the taxable year." Treas. Reg. § 1.170A-1(a).

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Tax Savings
Tax Savings Investor

Getting Started

Financing a Tax Deduction

Loan based on 100k/per year

    • Current Tax Payment

      $100 K
      • Intial Investment

      Current Tax Payment

      Book Appointment

    • New Tax Payment

      $50 K
      • Saving 50k/year

      New Tax Payment

      Book Appointment

    • Loan Amount

      $50 K
      • Charitable Trust

      Loan Amount

      Book Appointment

    • Whole Life Policy

      $45 K
      • Life Insurance

      Whole Life Policy

      Whole Life Policy

Based on a 200k Annual Tax Payment

What if you financed a tax deduction and used this tax savings in retirement?

Based on 200k

Current Tax Payment

New Tax Payment

Loan Amount

Lawyer & Lender Fees

Money Saved

Life Insurance Payment

PER YEAR

$200K

$100K

$100K

$10K

$90K

$7,500 per month / $90K per year

Let's Talk

TAX SAVINGS

$0

$100K

Ready for a Tax Savings Investor Strategy?
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Tax Savings Investor

Tax Savings Strategies

Simplified Insurance

Postal address

23811 Washington Ave, Ste C110265

Murrieta, CA 92562

Monday 7 a.m.- 6 p.m. PDT

Tuesday 7 a.m.- 6 p.m. PDT

Wednesday 7 a.m.- 6 p.m. PDT

Thursday 7 a.m.- 6 p.m. PDT

Friday 7 a.m.- 6 p.m. PDT

Phone number
(619) 322-1404
Email
[email protected]

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