The IRS Has A Tax Lien On Your Retirement Plan Assets

The Qualified Leverage  Strategy® (QLS®) is an Exit Strategy for Retirement Plans. The QLS is a Unique Solution that offers an opportunity to Remove The Tax Lien On Your Retirement Plan Assets and also provides you with the Only Option Available For Repositioning A Significant $Amount Of Other Financial Assets Into A Non-Taxable Roth Status. 

The purpose of the Qualified Leverage Strategy (QLS) is two-fold:

1. First: Eliminate the income tax impact on future distributions from your qualified plans.
2. Second: Reposition a significant $Amount of your other financial assets outside of your qualified plans into a future non-taxable ‘Roth-account’ status - the QLS is the only option available that can achieve this result.

RESULT: Your after-tax retirement income, the amount of wealth passed onto future generations and/or charities dramatically increases due to the planning that involves dollars both inside and outside of your qualified plan.

SECURE ACT NOTE: The Passing of the SECURE Act in 2019 effectively eliminated the Stretch IRA as an Estate Planning Tool. The QLS not only replaces the Stretch IRA, but also offers the opportunity to substantially enhance the benefits to your heirs versus the now defunct Stretch IRA strategy. The QLS can become the 'Ultimate Stretch IRA'.