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WealthBuilder

Older Gentleman smilingWHAT IS WEALTHBUILDERTM

WealthBuilderTM permits a seller of a qualified asset to defer all taxes on the sale proceeds for up to 30 years and self-direct 100% of the pre-tax proceeds in a using the Measuring Index to achieve Market Rates of Return.

INSTALLMENT SALE
WealthBuilderTM is simply an installment sale.



ADVANTAGES OF A TRADITIONAL INSTALLMENT SALE:
No tax due at closing
Tax due only at the time of each installment payment
Interest earned on the entire outstanding balance

DISADVANTAGES OF A TRADITIONAL INSTALLMENT SALE:
Credit risk of the buyer
Fixed and low interest rate
Because of credit risk concern, most notes are of short duration (3-5 years) limiting benefit of the pre-tax growth potential


WEALTHBUILDERTM INSTALLMENT SALE

WealthBuilderTM is simply a Self-Directed, Institutionally Guaranteed Installment Sale.

What Does “Self-Directed" Mean?
The Seller, in consultation with a Financial Advisor, directs the investment of the balance of the WealthBuilderTM Obligation using the Measuring Index to achieve market rates of return. The rate of return on the Measuring Index determines the amount the Obligation increases (or decreases).

What is an Institutional Guarantee?
Each payment due under the Installment Obligation is backed by a Standby Letter of Credit or Corporate Guarantee issued by a major financial institution.

Installment Obligation
The Asset is purchased with an Installment Obligation. Each Obligation is tailored to meet the client’s specific requirements. Installment payments may be received quarterly, semi-annually, annually or in virtually any other required time frame. The maximum duration of the Obligation is 30 years and the value of the Obligation grows on a tax-deferred basis.



 Article Highlights  
  • What is WealthBuilder?
  • WealthBuilder Installment Sale
  • What is "Self-Directed"?
  • What is an Institutional Guarantee?

  •  Article Summary  
    WealthBuilderTM permits a seller of a qualified asset to defer all taxes on sale proceeds for up to 30 years and self-direct 100% of the pre-tax proceeds.