When properly planned, a windfall can be secured in a way that ensures it stays under your control indefinitely.
Private Banking Strategies can assist you in preserving your earnings and growing them tax-free within a protected structure. Let us demonstrate how you can safeguard substantial windfalls with a strategy that has been favored by the ultra-wealthy for decades.
In this episode, Vance Lowe and Seth Hicks, Esq., explain how to approach a windfall, whether it’s from cashing out cryptocurrency, selling a business, receiving an inheritance, or earning a significant bonus. They detail how to establish safe strategies to manage windfalls, keeping them outside the reach of third parties.
Vance and Seth discuss:
- Building a windfall strategy that incorporates private banking principles
- Leveraging IRC 7702 to gain financial privacy with Private Banking Strategies
- Using traditional bank accounts for convenience without storing substantial wealth there long-term
- And more
To learn more about the concepts behind Private Banking Strategies®, download a copy of our E-book:
https://privatebankingstrategies.com/resources/free-e-book/
Connect with Seth Hicks and Vance Lowe:
Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/
Vance’s Linked In: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/
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