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Near Retirement, Retiring or pursuing other Business opportunities?
Use the Structured Sale to your Advantage
Sooner or later, taxes have to be paid, but
When and How is now up to the Seller!
THE STRUCTURED SALE USES PRE-TAX DOLLARS
Convert the sale of a business and associated real estate into tax-deferred income that's unaffected by stock market fluctuations. Management free, safe and predictable. Valuable dollars that would be lost to taxes are conserved and redirected into a personalized schedule of installment payments. Your payments are then secured by the Structured Sale annuity issued by a major, well-known life insurance company. Put your pre-tax sale dollars to work and generate more income for yourself, BEFORE TAXES are paid.
Whether you're selling today or in the future, the more tax you have to pay, the better you'll like the Structured Sale. If you're thinking of selling and investing today because you're concerned about higher taxes in the future, then see Capital Gains Tax Increase.
Hassle free and easy to install - only a few short form documents that dovetail with escrow!
UNLIKE WITH OTHER PROGRAMS
- There are no out-of-pocket or on-going costs, fees or expenses.
- With our assistance, the seller designs their own personalized schedule of installment payments.
- Installment payments are guaranteed and aren't based upon assumed rates of return or affected by the stock market.
- Seller decides how much cash to keep at closing. Defer the first installment payment one or more years, up to 20 years.
- A single lump sum payment and or multiple streams of payments are allowed - vary the amount, timing and duration of each stream of payments; satisfy multiple future needs.
- Installment payments are guaranteed by a well- known, highly rated, life insurance company.
Just about any Seller can take advantage of The Structured Sale. Designed with the retired or retiring Seller in mind, the younger Seller can also take advantage of this unique program. Sellers of all ages can now decide when and how income is to be received and taxes paid. Sellers can defer any portion of a sale; to fund future business projects, supplement a retirement program, or possibly future health care costs.
$100,000 Minimum with No Set Maximum!
No cost or obligation Illustration Request
The Structured Sale is available in all fifty states and should be considered by any Seller who desires tax-deferral. Even Sellers domiciled in no tax states should consider the many advantages of this unique installment sale program.
AVOID REINVESTMENT RISK
EXAMPLE 1: The Retiring Seller
USING $500,000
Seller age 65 decides to receive the following schedule of installment payments in addition to taking
$100,000 cash at the time of closing, plus:
$48,217 paid annually for 15 years certain, first payment deferred 1 year from funding.
Guaranteed Annuity Payout: $723,255 +$223,255
Depending upon the individual's tax situation and payout selected, the annuity gain may offset a large portion, and in some cases, all of the taxes paid; putting more net after-tax dollars in the seller's pocket, guaranteed.
EXAMPLE 2: Seller stays on with new owner under contract
USING $635,000
Seller, approximate age 58, agrees to stay on with an employment contract for 3 years. Income is timed to begin at the end of three years, when the Seller is no longer employed.
$150,000 guaranteed lump sum payment at the end of 3 years, plus
$54,465 paid annually for 15 years certain, first payment deferred 3 years from funding.
Guaranteed Annuity Payout: $966,975 +331,975
No tax is paid during the deferral period. Taxes are paid only on the installment income, as and when received by the seller, in the seller's tax year. Annuity values are subject to change without notice and cannot be guaranteed until the actual time of sale.
No cost or obligation Illustration Request
EXAMPLE 3: Seller looking to the future
Seller, age 53, sells the business for $3,500,000. Starting another business in a new tax year, the Seller keeps $2,500,000, while deferring the $1,000,000 balance to supplement a retirement fund.
$148,617 paid annually for 20 years certain, first payment deferred 10 years from funding.
Guaranteed Annuity Payout: $2,972,340 +$1,972,340
Annuity values are subject to change without notice and cannot be guaranteed until the actual time of sale.
ALREADY IN ESCROW?
ACT NOW-TIME IS OF THE ESSENCE
CALL OR EMAIL ME TODAY
FOR A NO COST OR OBLIGATION ILLUSTRATION
Click here for your No cost or obligation, Confidential Illustration Request
(888) 480-0067
andy@deferthetax.com
Unlike other programs that restrict payout options, ONLY this Structured Sale program allows the Seller so many options and guaranteed income! Utilize one or more options to meet your specific financial needs!
The contents of deferthetax.com is intended to be informative only and cannot be construed as or relied upon as tax or legal advice. 11/2008
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