Off Wall Street Assets - IntegratedWealthSystems.com€¦ · A Systematic Approach to Determining...

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4/17/19 1 Off Wall Street Assets Loral Langemeier

Transcript of Off Wall Street Assets - IntegratedWealthSystems.com€¦ · A Systematic Approach to Determining...

Page 1: Off Wall Street Assets - IntegratedWealthSystems.com€¦ · A Systematic Approach to Determining Your Personal Rules Decide how much liquidity you need to be comfortable Analyze

4/17/19

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Off Wall Street Assets

Loral Langemeier

Page 2: Off Wall Street Assets - IntegratedWealthSystems.com€¦ · A Systematic Approach to Determining Your Personal Rules Decide how much liquidity you need to be comfortable Analyze

4/17/19

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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

Page 3: Off Wall Street Assets - IntegratedWealthSystems.com€¦ · A Systematic Approach to Determining Your Personal Rules Decide how much liquidity you need to be comfortable Analyze

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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

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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.

Page 5: Off Wall Street Assets - IntegratedWealthSystems.com€¦ · A Systematic Approach to Determining Your Personal Rules Decide how much liquidity you need to be comfortable Analyze

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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