Josh discusses his proprietary strategy he calls the Rich Man Roth in the interview. Because deferring taxes is not better than paying taxes now, he feels that placing money into a specialized account in the shell of a permanent life insurance policy provides spectacular benefits. This provides liquidity so that one can reaccess their funds while also providing no taxes on the gain. This guarantees no loss of principal and dramatic upside in cash value growth inside the policy.
Strategic Navigators helps clients discover the best structures and strategies for their business type, business season, and goals. While maintaining proper legal and liability protections, they keep maximum tax efficiency as a common goal. The tax code is over 80,000 pages when including statutes, case law, and regulations. Within this code lie time-tested strategies and directions on how to grow your business. Their typical client has saved 40-60% more than they did with their previous tax planning.
Listen to the interview on the Business Innovators Radio Network
Josh Sherrard says, “In a complex and volatile world, we offer premium Strategic Family Office Services designed to help you achieve your personal, family, and business goals. Our experienced team is dedicated to providing you with independent and specialized advice built on best-in-class, time-tested, and nationally recognized principles. As a Business Family Coaching boutique, we distinguish ourselves through a genuine entrepreneurial spirit and strong flexibility. We focus on our specific strengths to offer you excellent solutions. Contact us today for a complimentary analysis of your taxes and financial position – our average client saves 40-60% on income taxes – what could you do with that money?”