https://nathan-ross-rmds.prev06.rmkr.net/series/the-be-a-planner-show-with-nathan-ross-cpa/ When’s the last time your tax PRO called with a way to save you taxes? Seriously? Learn how to proactively PLAN and implement strategies now that will affect future years' tax outcomes, instead of simply waiting to REPORT last year's history. Less tax. More profit. • 76% of Americans are worried they won’t have a secure retirement. Real estate investments can both increase current cash-flows AND perpetuate retirement savings over ever-increasing life expectancies. We teach planners how to execute real estate investing with their retirement savings in ways that mitigate tax and penalties so that you can invest the tax savings (tax-leverage). A PLANNER understands that "tax-leverage" can be used to generate significant wealth for the rest of their lifetime. • There are ONLY 3 options to control your 401 or IRA for investing in real estate, but only one of them can leverage tax savings in a way that is able to double your retirement lifestyle. A PLANNER learns which tax code sections accelerate wealth accumulation. • Have you recently joined a real estate mentor program? Private real estate partnerships, combined with proactive tax planning, can generate wealth for your family. We will help you fully exploit your membership options. A PLANNER seeks to understand what they "sign up" for from Acquisition to Exit. Nathan Ross CPA is an active real estate investor and practicing tax CPA whose firm consults with retirees, independent rental operators (IROs), and private real estate partnerships (both syndicators and investors). Learn more about what we do, schedule a call with Nathan Ross, or access our client intake forms by visiting BeAPlanner.com. Wed, 24 Nov 2021 16:43:34 +0000 en-US © 2026 BE A PLANNER™ Less tax. More profit. BE A PLANNER™ When’s the last time your tax PRO called with a way to save you taxes? Seriously? Learn how to proactively PLAN and implement strategies now that will affect future years' tax outcomes, instead of simply waiting to REPORT last year's history. Less tax. More profit. • 76% of Americans are worried they won’t have a secure retirement. Real estate investments can both increase current cash-flows AND perpetuate retirement savings over ever-increasing life expectancies. We teach planners how to execute real estate investing with their retirement savings in ways that mitigate tax and penalties so that you can invest the tax savings (tax-leverage). A PLANNER understands that "tax-leverage" can be used to generate significant wealth for the rest of their lifetime. • There are ONLY 3 options to control your 401 or IRA for investing in real estate, but only one of them can leverage tax savings in a way that is able to double your retirement lifestyle. A PLANNER learns which tax code sections accelerate wealth accumulation. • Have you recently joined a real estate mentor program? Private real estate partnerships, combined with proactive tax planning, can generate wealth for your family. We will help you fully exploit your membership options. A PLANNER seeks to understand what they "sign up" for from Acquisition to Exit. Nathan Ross CPA is an active real estate investor and practicing tax CPA whose firm consults with retirees, independent rental operators (IROs), and private real estate partnerships (both syndicators and investors). Learn more about what we do, schedule a call with Nathan Ross, or access our client intake forms by visiting BeAPlanner.com. BE A PLANNER™ npross@gmail.com false https://nathan-ross-rmds.prev06.rmkr.net/wp-content/uploads/2021/03/The-Be-A-Planner-ShowPodcastArtwork.png https://nathan-ross-rmds.prev06.rmkr.net/series/the-be-a-planner-show-with-nathan-ross-cpa/ npross@gmail.com When’s the last time your tax PRO called with a way to save you taxes? Seriously? Learn how to proactively PLAN and implement strategies now that will affect future years' tax outcomes, instead of simply waiting to REPORT last year's history. Less tax. More profit. • 76% of Americans are worried they won’t have a secure retirement. Real estate investments can both increase current cash-flows AND perpetuate retirement savings over ever-increasing life expectancies. We teach planners how to execute real estate investing with their retirement savings in ways that mitigate tax and penalties so that you can invest the tax savings (tax-leverage). A PLANNER understands that "tax-leverage" can be used to generate significant wealth for the rest of their lifetime. • There are ONLY 3 options to control your 401 or IRA for investing in real estate, but only one of them can leverage tax savings in a way that is able to double your retirement lifestyle. A PLANNER learns which tax code sections accelerate wealth accumulation. • Have you recently joined a real estate mentor program? Private real estate partnerships, combined with proactive tax planning, can generate wealth for your family. We will help you fully exploit your membership options. A PLANNER seeks to understand what they "sign up" for from Acquisition to Exit. Nathan Ross CPA is an active real estate investor and practicing tax CPA whose firm consults with retirees, independent rental operators (IROs), and private real estate partnerships (both syndicators and investors). Learn more about what we do, schedule a call with Nathan Ross, or access our client intake forms by visiting BeAPlanner.com. No yes 7765cf39-8cb1-5870-ae4e-7889473d2818 https://wordpress.org/?v=6.9.4 https://nathan-ross-rmds.prev06.rmkr.net/podcast/the-incredible-convertible-401-trust-an-introduction/ Wed, 07 Apr 2021 17:54:19 +0000 https://nathan-ross-rmds.prev06.rmkr.net/?post_type=podcast&p=2581 https://nathan-ross-rmds.prev06.rmkr.net/wp-content/uploads/2021/03/The-Be-A-Planner-ShowPodcastArtwork.png false no 53:24 No no