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Consider
this powerful idea. Assume
you have $1,000,000 in a qualified retirement plan. Spend $500,000 over whatever period of time you need until it
is exhausted. Invest
the other $500,000 in the PAT program.
When
the first $500,000 is exhausted, you can tap the PAT asset and its
growth (which could have accrued back to $1,000,000). The good news is
that with PAT, you can access the growth any time, and whatever you don’t use could pass along
to the heirs both income and estate tax free.
Furthermore, unlike the original retirement plan, there are no
required distributions with PAT shares.
By
utilizing the “divide and conquer” strategy, you maximize all of your
potential tax benefits. You
could eliminate unwanted distributions, you could enjoy growth without tax and you can pass the remainder onto your heirs both
income and estate tax free.
Divide
your qualified retirement plan
assets and allocate 1/2 to the PAT strategy.
Conquer the income and estate tax problem.
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