RETIREMENT WITHOUT THE TAX HIT

Retirement Redefined: How to Exit the Landlord Business—Tax-Free & Stress-Free.

If you are a successful, retired senior investor, you deserve to enjoy your hard-earned wealth without the hassle of property management or the dread of the IRS.

Join our exclusive seminar, "Retirement Without the Tax Hit," where we turn the complex world of real estate exit strategies into clear, actionable steps designed specifically for long-term holders like you.

We are going beyond the basics to address your specific motivations: The Pain Points: We start by defining the Senior Investor’s Dilemma: the "terrible T’s" (tenants, toilets, trash) and the low performance of aging assets. We'll show you how an Asset Performance Test (APT) might prove you're actually "going backward" due to inflation.

The Tax Solution: Learn to "Bullet Proof" the powerful 1031 Exchange. We will demystify the non-negotiable 45- and 180-day timelines and show you exactly how to defer (and eventually eliminate via the Step-Up in Basis) that substantial Capital Gains tax liability.

The Passive Exit: Discover the Delaware Statutory Trust (DST)—the premier tool for retiring landlords. This IRS-approved strategy transitions you from an active manager to a completely passive investor, providing consistent income (often $4\%$ net or higher) without the burden of debt or maintenance.

Legacy Planning: Stop the family feuds before they start! We'll show you advanced strategies to simplify a complex portfolio or divide a large, illiquid asset into fair, manageable shares for your children and grandchildren.

This is your opportunity to leverage your equity into a true, worry-free inheritance plan. Meet the Experts Guiding Your Next Chapter:Stephen Chakerian, Mortgage AdvisorLuke Sinkinson, Eviction AttorneyJon Taylor, Registered RepresentativeCharles Osbrone, Real Estate Planner🗓️

Event Details: December 9th, 10:30 am - 12:30 pm📍

Location: 9483 Haven Ave #100, Rancho Cucamonga, CA 91730

It's time to claim your freedom from taxes, freedom from tenants, and freedom to rest. Reserve your spot today!