Six steps.

Ordinary income in. Long-term capital gains out. Where the money moves between.

1

Your Company.

Pre-tax dollars leave your company as a deductible expense, not ordinary income.

2

Micro Captive.

It holds your savings, up to $2.9 million per year, deductible to the company.

3

Increase Savings.

Pre-tax dollars in your captive for unexpected expenses or long-term capital.

4

Investments.

Your captive invests your money in an entity that pays no tax on the principal.

5

Distributions / LTCG.

Distributions are taxed at capital gains rates, not ordinary income.

6

Wealth.

A deductible expense becomes capital you own. $919,903 on $1.5M over five years.