))
#25 - Mastering Settlement Planning with Chad Ettmueller
Manage episode 406680457 series 3436879
Content provided by Koby Rickertsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Koby Rickertsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Unlock the secrets of successful asset sales with Chad Etmiller of JCR Settlements as we dissect the intricacies of structured installment sales. This tax maneuver, tucked neatly within Section 453 of the IRC, is a goldmine for sellers seeking ways to delay the tax man's cut from their lucrative land, property, or business deals. By moving sale proceeds into an annuity, our discussion reveals how sellers can craft their financial future, deferring taxes for potentially decades and making the most out of every dollar earned.
Ever wondered how life's curveballs can be managed with financial finesse? From the arid deserts of Arizona to Georgia's family-friendly climes, Chad's wisdom stretches far beyond tax strategies. We navigate the annuity landscape, showing how these vehicles not only comply with the IRS but also serve as life rafts in unpredictable seas. The ability to use annuities as loan collateral or to provide for family needs such as elder care or education costs emerges as a theme, presenting a robust strategy for those plotting a secure yet flexible financial course.
In the property-selling game, timing is everything, and the art of the deal often hinges on payment schedules that are as unique as the clients themselves. Within this episode, we lay out how structured installment sales can be tailored to fit the bespoke needs of each seller, whether they're looking to retire, relocate, or reinvest. The episode is peppered with insights on the pivotal role of financial experts in crafting these deals, and the significance of industry events like the RLI National Land Conference for staying at the forefront of the land consultancy field. Tune in for an episode that's as much about smart selling as it is about shaping a future on your own terms.
For contacting Chad Ettmueller directly at JCR Settlements, you can use the general contact information available on the JCR Settlements website:
Email: [email protected]
Phone: +1 (800) 661-7075
Website: www.JCRSettlements.com
Chapters
1. #25 - Mastering Settlement Planning with Chad Ettmueller (00:00:00)
2. Structured Installment Sale Tax Deferral (00:00:01)
3. Planning for Financial Flexibility With Annuities (00:12:58)
4. Flexibility and Benefits of Investment Options (00:21:13)
5. Exploring Options for Clients (00:34:55)
43 episodes
Share
