|
Case Study:
Ken Roberts is 65, retired
and has a mortgage free home valued at $1,500,000. He
wants to protect his assets against creditors and
capital gains taxes and provide himself with tax-free
retirement income. Ken secures a Line Of Credit of
$750,000 against his property and by using the
Asset H.E.L.P system;
he is now growing his estate value for his heirs as
opposed to depleting, as would be the case with a
reverse mortgage. He is also receiving tax-free income,
$65,000 per year, and most importantly, the funds inside
the Asset H.E.L.P
system avoid probate upon Ken’s death. By age 80, he
will have grown
his Line Of Credit from $750,000 to $1,725,000,* thanks
to tax sheltered compounding growth and most
importantly, his principal is100% protected against
loss.
* Subject to market
fluctuation |