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Copyright © 2000-2001
GSL Advisory Services
All Rights Reserved
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PAT Results
First 3 Years |
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Retirement
plan purchases PAT asset (like mutual fund).
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Retirement
plan pays $100,000 over 3 years for a total contribution
of $300,000.
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At
the end of the 3rd year, the PAT asset grows to $333,048 (PAT
asset still owned inside retirement plan).
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At
the end of the 3rd year, the taxable value reduces to $233,061 (unique
to the PAT asset where the taxable value is always less
than the asset value).
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