Upload
others
View
0
Download
0
Embed Size (px)
Citation preview
4/17/19
1
Off Wall Street Assets
Loral Langemeier
4/17/19
2
Mill
iona
ire
Mak
er S
yste
m
W-2 INCOME CORPORATE INCOME
• $67,000 in top 25% of all income earners
• Taxed 40-50%
• 401K
• Vacation
• Debt & Credit Cards = BAD
• Retirement (To be put to pasture to die)
• S, C, LLC, LP, Trusts
• File Taxes April 15
• 81K Pages of Tax Deductions
• Solo 401K/Roth IRA
• Business Trips
• Debt & Credit Cards = CRITICAL
• Freedom Day (What’s your number)
• Multiple Year End Tax Filings
4/17/19
3
DO THE MATH…
• At age 65 the average…..
• Retirement Savings = $92,000
• 29% have zero in savings
• 20 Years of Retirement @ 5K per month requires $1.2M
• If you reach 65…Men will live on Average to 76 and Women to 86
Extensive Master Course17 Online Modules Presented by Loral Langemeier, and Integrated Wealth Systems A-List Wealth Team
Module 1: Diversity and Sequencing Module 2: Entity Structure (Update)
Module 3: Tax Strategies Module 4: Due Diligence & Money Rules
Module 5: Oil and GasModule 6: Real Estate
Module 7: FranchisingModule 8: IRAsModule 9: Lenders and Debt Instruments
Module 10: Wealth Off the Radar ScreenModule 11: Success Stories
Module 12: Q&A SessionsModule 13: Cryptocurrency
Module 14: Business of CannabisModule 15: Entity & Tax in Canada
Module 16: Entity & Tax in AustraliaModule 17 : New Tax Reform
• PLUS 1 Ticket to OWSA Workshop• PLUS Archived Group Coaching Calls• PLUS Debt Calculator• PLUS One-on-one Conversation with Expert! BONUSES: • The Millionaire Maker eBook• Wealth Cycle
4/17/19
4
A Systematic Approach to Determining Your Personal Rules
Decide how much liquidity you need to
be comfortable
Analyze your current asset allocation
Choose your investment objective
Decide how much participation you want or have time for in your investments
Select risk approach
Aim for a specific target rate of return
Know the tax ramifications of what investments you have and what investments your are thinking about
Re-examine your asset class allocation and determine the percentage of your money in each class
Determine your cash flow needs
Design Your Divorce While You’re Still In Love.
4/17/19
5
YOU’LL WISH YOU HAD STARTED
TODAY!
A YEAR FROM NOW…
✓ Loral & Master Trainers will be there live to work with you
✓Small Group Sessions with Coaches
✓Design a business to maximize tax savings
✓ Meet 6-8 critical team experts that MUST be on your wealth team
✓ Confirm your business model and entity structure
✓ A 35 point sequenced action list for your business & wealth plan
✓ Learn how to gain unlimited access to money
✓Determine your first steps to diversify Off Wall Street
✓You will have a directory of valuable colleagues
Over $30,000 Value!
Bonuses:Weekly Live Fast Cash Calls
Accelerate Your Assets eBook
Complete Wealth Profile
Online Resource Center
Post Accountability Calls
+ Legal Business Partner/Guest!The First to TAKE ACTION Get The Millionaire Maker Success Kit absolutely FREE!
$750Your Special Price
IntegratedWealthSystems.com