Are you looking for a strategy that could help you secure your legacy and set future generations up for success?

The IRA bailout plan might be right for you!

In the latest installment of Proactive Tax Strategies, Ken New speaks with Darren Sugiyama, who explains the intricacies of the IRA bailout plan. Darren sheds light on its benefits and how it can be a game-changer for high-net-worth individuals looking to optimize their financial legacy.

Ken and Darren discuss: 

• The concept of the IRA bailout plan and who can benefit from this strategy
  
• The difference between traditional IRAs and Roth IRAs
  
• Profit-sharing plans and integrating a life insurance component to mitigate estate taxes 
  
• Real-case scenarios that illustrate how the IRA bailout plan works
  
• And more
  

Resources:

• 2024 Premium Financed Life Insurance: The Key To Effective Estate Tax Planning
  
• The Takeo Effect: How A Billionaire Samurai Warrior Saved My Life
  
• The 6-Figure Retirement
  
• The Icon Effect
  
• Living Outside The Cubicle – The Ultimate Success Guide For The Aspiring Entrepreneur
  
• OUCH – How My Financial Advisor Lost Me $930,000 In Three Years
  
• The Definitive Book On Premium Financing 
  

Connect with Ken New:

• 
  
  • (321) 454-3623
    
  
  

• LinkedIn: Ken New
  
• Pinnacle Financial Wealth Management
  

Connect with Darren Sugiyama:

• LinkedIn: Darren Sugiyama
  
• Lionsmark Capital
  

About our Guest: 

Darren Sugiyama is the founder & CEO of Lionsmark Capital. Prior to Lionsmark, Darren founded DaVinci Financial & Insurance Associates, a multi-office life insurance firm responsible for over 25% of Pacific Life’s policy count in Orange County, California in 2017, and 39% of Penn Mutual’s life insurance policy sales in the county in 2019.