|
|
Case Studies
Situation: A 62-year-old dentist with a large tax liability wanted to put money away on a tax-deferred basis for him and his employees. He wanted to contribute more than what a 401(k) would allow.
Result: After conducting our Vast Tax Profile and Projection ™, we helped him implement a qualified retirement plan for his office. Employee satisfaction has increased, and the client has been able to invest much more on a tax-deferred basis than under his previous retirement plans.
Situation: A retiree inherited $2 million and
wants at least $100,000 of income. She wants to maximize income without risking the principle in the stock market.
Result: We recommended a tax-deferred variable annuity, which guarantees a minimum income, even in a wildly fluctuating market. The client purchased an annuity that provides a five percent bonus and five percent annual income guarantee.*
Situation: A real-estate developer had dozens of investment accounts and LLCs but was uncertain he was on a path to reach his retirement goals.
Result: The Vast WealthCheckTM provided guidance as to how he should consolidate his accounts and manage his risks to ensure he meets his investment goals.
To learn more about how we can help you reach your goals, contact us at 1-888-808-VAST (8278) or info@vastsolutionsgroup.com.
Note: Each individual’s circumstances are different, and these case studies should not be construed as advice to potential clients.
*Vast Solutions Group, Inc. does not offer investment-related securities but works with companies that do.
| | | |
