Tax Strategies
Put your money where it will grow... tax free
Your money should remain accessible to you throughout your life and retirement, and provide a death benefit at the time of your passing. Choose among several proven pathways based on your assets and objectives.
IGIC™
Investment Grade Insurance Contracts
Investment Grade Insurance Contracts give you the opportunity to invest your money, remove funds when needed without increasing your tax responsibility. Grow funds tax free for the good life with an IGIC plan today.
Upstreaming
Upstreaming
Business owners are able to upstream funds from their business to a C corporation domiciled in another state. When the receiving state does not have state income tax, such as Nevada, business owners are able to retain their revenue, tax free.
Indexed Universal Life Policy
Indexed Universal Life Policy
These Whole Life Insurance policies provide a guaranteed range of growth rates each year by indexing off of a chosen stock market. A cap on earnings provides the insurance provider an opportunity to see returns, and in exchange, you receive a guarantee that the policy will never lose value. See what’s possible through our network of providers.
Infinite Banking
Infinite Banking
Infinite Banking allows you to leverage an Indexed Universal Life Policy to provide your own bank services. By doing so you earn a higher rate of return, keeping the interest your bank would retain for itself. Start the bank of you.
Self Directed IRA
Self Directed IRA
Gain the freedom to invest your money the way you choose. Rather than selecting from a preset list of investments such as stocks, bonds and mutual funds, open the door to a range of opportunities. Choose to put your money in private mortgages, company stock or securities, precious metals, intellectual property and other unique investments.
Explore your options
Contact PMC Finances today to find out how you can build wealth and mitigate your tax burden. Our consultation services ensure that you find the absolute best option for your money.
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338 South Rosemead Blvd.
Pasadena, CA. 91107
Main Line: (657) 657-0076
Fax Line: (657) 657-0676
EXPLORE YOUR OPTIONS
Whether you’re interested in becoming an owner-occupier or you want to find out more about our financing options, give us a call. We can meet with you one on one and discuss lending options to ensure that you make the most out of your investment. See the R&A Financial difference for yourself.