This document promotes diversifying income and lowering taxes through strategies discussed by Stacey Pinski, who owns Snowball Your Wealth LLC. It suggests consulting tax professionals and advisors for personalized advice. Various tax strategies are presented for individuals, businesses, and non-profits to potentially save and add tax-free cash back from everyday spending. Income potential through an "UnFranchise" multi-level marketing opportunity is compared to investment returns. The document prompts whether the reader likes helping others and working with a business to determine if they could be successful through this opportunity.
Diversify your taxable income with 2018 tax changes with Stacey Pinski
1. WANT TO L O W E R
YOUR TA X BILL?
F R O M S R . E X E C U T I V E S T O E V E R Y D A Y E M P L O Y E E S ,
D I V E R S I F Y Y O U R I N C O M E W I T H E A S E !
S TA C E Y P I N S K I , S N O W B A L L Y O U R W E A L T H L L C
W W W . L I N K E D I N . C O M / I N / S TA C E Y P I N S K I
C O N S U L T W I T H Y O U R O W N T A X P R O F E S S I O N A L , W E A L T H A D V I S O R , A N D
E S T A T E P L A N N I N G A T T O R N E Y F O R Y O U R O W N S I T U A T I O N .
3. 95 PERCENT OF PEOPLE
SPEND UP TO 45 YEARS OF
THEIR LIVES MAKING THE
OTHER 5 PERCENT
SUCCESSFUL
THEY WORK A PLAN FOR
SOMEONE ELSEโS FINANCIAL
SUCCESS โ NOT THEIR OWN
95%
5%
TRADITIONAL 45 YEAR PLAN
FINANCIALLY FIT
STRUGGLING FINANCIALLY
5. Tax Today Tax Delay
Tax Free
(Un-Tax Spray)
Savings
Checking
CDs
*Non-qualified $$$
(ownership)
Pension, Social Security
401(k) / 403 (b)
SEP / SIMPLE
IRA
*Non-qualified Annuity
Inherited IRA
Minor IRA
Roth IRA contributions
*Cash value life insurance
Qlfโd charitable distribution
*Added Cashback
Tax Boundaries
Spend
Save
Earn
Add
Give
Consult your tax professional, estate attorney & wealth advisor for
your specific situation & all the ins & outs of the laws.
6. OWN A TRUCKLOAD
OF SAVINGS AND SUCCESS
AN ECONOMY FOR
ALL TAX PAYERS
WITH 100% CHOICE,
FAMILIES, NONPROFITS, &
SMALL BUSINESS OWNERS ALL SAVE!!!
โข Example A: 3 families saved and/or added tax
free cashback of $996.42 in 2-3 months
โข Example B: $800K gross income business/non-
profit added 4-9.85% in tax advantages with
depreciation and added cashback on everyday
spending
โข Example C: Refer 25 businesses to save, double
dip savings, and add tax free cashback and you
residually add $20,500 PER YEAR in tax free
dollars to your income portfolio
W2
Taxpayers
(Indvidual
Families)
1099 Business
Owners
Non-Profit
Organizations
7. UnFranchiseยฎ
Ongoing Income
Equivalent
Investment earning at
4%
$1,500 / Month
(Executive coordinator/
Master)
$450,000
$5,000 / Month
(Professional coordinator)
$1,600,000
$10,000 / Month
(National supervising)
$3,200,000
$18,000 / Month
(Director)
$5,850,000
$36,000 / Month
( Field Vice President)
$12,000,000
Will you have this cash invested in the
bank at todayโs rates ?
UnFranchiseยฎ Income vs.
The 4% Rule Investment
8. CHECKLIST TO WEIGH BUSINESS OPPORTUNITIES
A. ABILITY TO SURPASS PAST
INCOME EARNERS?
C. AVOID $1 MILLION HEADACHES?
B. COST: INPUT VS OUTPUT? D. DIVERSIFICATION / ON THE GO?
MULTI-GENERATIONAL?
10 : 46
11. D o y o u l i k e t o h e l p o r t e a c h
o t h e r s ?
D o y o u c o a c h o t h e r s i n w e a l t h ,
h e a l t h , b u s i n e s s , o n l i n e , o r
m a r k e t i n g s t r a t e g i e s ?
D o y o u w o r k w e l l w i t h o t h e r s ?
D o y o u o w n y o u r o w n b u s i n e s s ?
I F Y O U A N S W E R E D Y E S TO J U S T O N E O F T H E S E
Q U E S T I O N S , Y O U C A N B E W I L D LY S U C C E S S F U L .
S H O P P I N G A N N U I T Y F O R A L L ! ๏
12. STACEY PINSKI
โข ~20 years of analytical work, serving others
โข St. Olaf College Volunteer Scholarship 4 year Recipient
โข Math Tutor, Kids Ministry Volunteer, Math Education Advisory Board with MN Council of
Teachers of Mathematics
โข High School Math Teacher
โข Author of Elementary through High School Math Topics and Family Activities
โข Wealth Advisor & Business Owner: Best in Client Satisfaction for Wealth Management
โข Worked with #3 Ranked Team for a Fortune 500 Wealth Advisory group as their Marketing
and Client Service Director for their top clients
โ Content and strategies helped bring in $46 million of Assets Under Management in just
brokerage assets alone in 5 years
โ Templates given out by VPs to 3,500 financial representatives
โ Investment Advisory Board
โข LEAN project management for 3 team leaders within a Fortune 300 company: tracking and
systematization of client service and technology enhancements
โข Shopping Annuity Master Member: 3 Families saved $996.42 in 2-3 months time
Editor's Notes
TRAINERS NOTES:
The 4% Rule is a popular investment-income strategy that says as long as you withdraw no more than 4% of your initial portfolio, adjusted for inflation, on an annual basis during your retirement years, you shouldn't run out of money.
Take a look at what it would take to create a $1,500/month payment to yourself at retirement, following this rule. It would take $450,000 in the bank! Would you have that money saved up by retirement?
Most Americans are living paycheck to paycheck with little to no savings. How will they get it done? The answer is that most wonโt, and therefore will never have the 4% rule as a viable retirement option.
With Market America, you could create a $1,500 / month asset as an executive coordinator or master coordinator. And even more, after 2-3 years of following our proven plan you could create a residual income of $187,000 / year. That is the equivalent of living off of 4% of a $5MILLION asset in the bank!
Think even further โ if you built the UnFranchise as a way to enjoy residual income because you didnโt have the savings to participate in the 4% rule, now you can create the savings and earn both โ the Residual Income from your UnFranchise and the 4% off the income you save!