ABOUT KEN WHEELER JR.

CPRES

Certified Probate Real Estate Specialist

Exchange

 Your Annuity

Now & Save Tax

FOR ANNUITY DIVESTING UPDATES

E-MAIL:  ANNUITY SALE PLANS

PHONE:  1 (941) 363-1375

or 800-333-0801

 

SCHEDULE A FREE CONSULTATION

 WITH KEN WHEELER JR,

 ANNUITY TAXATION LEGACY PLANS OTHER  ADVANTAGES

We do not market Insurance Products

GO TO 1LessTax Annuity Taxation

GO TO 1LessTax Annuity Other Advantages

GO TO 1LessTax.com HOME

GO TO 1LessTax Team SERVICES

GO TO 1LessTax Land Trust NOMINEE & Why a Land Trust?

 

Exchange Your Annuity Now & Save Tax

ANNUITIES & RETIREMENT PLANS ARE HIGHLY TAXED FOR SPOUSE & BENEFICIARIES

ANNUITIES ARE ONE OF THE HIGHEST TAXED FINANCIAL INSTRUMENTS

ANNUITY GAINS ARE TAXED AS ORDINARY INCOME TAX AT HIGHEST TAX BRACKET

ANNUITANT DEATH RESULTS IN HIGHEST TAX DUE INCLUDING OTHER INCOME

PLUS STATE TAX PLUS OTHER TAX MAY BE APPLICABLE

ASK FOR A QUOTE TO EXCHANGE YOUR ANNUITY OR RETIREMENT PLAN (IRA/401k)

SAVE TAX        TAX DEFERRAL CONTINUES INSURED      SELL ALL OR PART

Some States plus Federal Income Taxes Total 45%-50% Tax on Gain Plus Increase Other Income Tax

A STANDARD IRA or 401k IS ALL GAIN BUT CAN PASS TO BENEFICIARY FOR 10 YEARS

SCHEDULE A FREE CONSULTATION

We do not market Insurance Products

What we do

Tax Deferral & Tax Elimination Strategies for Owners or Beneficiaries of Annuities, Private Stock, Antiques, Collectables, Land, Real Estate, Retirement Plans, and Other Assets

 

We assist as adviser to client and client tax adviser-CPA with asset transfer and titling by exchange and/or tax deduction assets as replacements plus advise entity & asset assignment to be most financially efficient for tax and estate goals. Provide unique strategies for asset sales and estate planning to potentially reduce or eliminate taxes. Assist to divest, merge or purchase assets for most advantageous ownership with financial and estate goal consideration for owner goals. The benefits can increase cash flow and bottom line.

The Asset Advisor and Asset Owner share personal financial and business detail requiring a Confidentiality Agreement

 

      Asset Advisor

Ken Wheeler Jr.  CPRES

 

Florida International Business Center

5206 Station Way

Sarasota, FL 34233-3232

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Office: 941.363.1375

    Mobile Direct: 515.238.9266

National: 800.333.0801 

Voice Message Only: 941.227.3024

Fax: 888.898.6009

Trust Office: 941.363.1375

E-mail Ken   Ken@1LessTax.com

Skype: kenneth.wheeler65

Licensed Real Estate Broker Florida BK3284149 

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Business Entry - Management - Exit (BEME) - Team

Free Asset Strategy Session

Copyright 2022 K. B. Wheeler Jr. All rights reserved    Veteran Owned