Thank you for attending our recent joint webinar hosted by Tim Goff, CEO & Founder of mygroundforce®, and Kevin Brunner, CEO & Founder of SellMyFDX.com, on TSP Exit Strategies. We’re thrilled to share the key takeaways from the session and insights into how their solutions can support your financial and business goals:
- 📚 Understanding the IST The Installment Sale Trust is a strategic financial arrangement designed to defer capital gains taxes over time, offering tax efficiency and income maximization for business sales. This tool is particularly beneficial for individuals and entities aiming to optimize their income post-sale.
- ✅ IRS-Approved Structure The IST is fully compliant with IRS Code 453, ensuring it operates within legal bounds without exploiting loopholes. Unlike monetized note structures, the IST provides tax deferment while adhering strictly to IRS guidelines.
- 💡 Benefits of the IST Approach
- Tax Deferment: The IST structure allows for tax-free compounding on both the principal and the interest.
- Flexible Payout Options: Clients can receive quarterly payouts or customize them based on needs.
- Enhanced Savings: With deferred tax on capital gains, IST grows faster than traditional savings options.
- 🔍 Revenue Estimator Tool Take advantage of a Revenue Estimator Tool that provides a detailed tax assessment, projected savings, and a comparison between IST and traditional sale outcomes. This tool helps in understanding the financial impact of choosing the IST approach.
- 📈 Income Maximization Planning Augment your IST with strategic planning services aimed at increasing retirement income by an average of 50%. com’s strategic planning services unlock opportunities through risk management, advanced tax planning, and wealth management strategies for generational security.
- 🤝 Partnering for Financial Success com is aligned with trusted partners in tax, finance, and asset management to deliver a holistic solution. They leverage expertise from firms like PennMutual, Charles Schwab, Fidelity & Guaranty Life, and many others to provide reliable and comprehensive support.
- 📊 Pro Forma Reports for Clear Insights com’s Pro Forma Report delivers an in-depth look at your earnings, tax savings, and comparison of IST benefits versus a traditional sale. This report is tailored to your specific numbers, ensuring accuracy and actionable insights.
- 🌟 Why Work With SellMyFDX? With over 3,500 transactions completed and two decades of experience, they provide a trustworthy, 100% audit-free record with the IRS. Clients maintain full control of their assets, enjoy low fees, and benefit from a no-binding contract policy.
Stay Connected! We hope this recap provides a helpful overview of the Installment Sale Trust offerings. If you have any questions or want to explore how IST can work for you, feel free to reach out!