Estate Street Partners offers our clients the best IRA solutions and superior Roth IRA investment strategies. We are a collaboration of financial experts from the legal, accounting, insurance, health care, conflict management, and tax professions. Our operating strategy is to leverage our collective knowledge and resources with multi-dimensional financial strategies, designed to protect your assets from potential frivolous lawsuits, preserve your wealth by recapturing lost tax dollars, defer capital gains taxes, reduce taxes on your income streams, eliminate probate and estate taxes, and tax efficient wealth transfers to your next generation.
There's no place to hide. The banking crisis, the liquidity squeeze, the collapse of home prices, and the socialization of private companies, is like being chased by the "running of the bulls" in Spain. It's going to get a whole lot uglier with the trillions of dollars budget spending sprees by the government. In the midst of this unprecedented financial crisis in America, Estate Street Partners' vast array of resources and knowledge can provide the best IRA retirement plans for you and your family today! Call us toll-free right now for a free initial consultation.
We have engineered the "third bucket" as an alternative financial technique to your IRA (Independent Retirement Account) problems to save for your tax-free retirement. The "third bucket" is Cash Value Life Insurance as the third alternative asset class, with guaranteed principal, tax-free growth, and tax-free distributions from policy loans. It's non-mainstream Life Insurance whose financial goal is to grow tax-free wealth for your retirement. We have labeled it "ROTH on ROIDS™".
Unlike the first bucket (Traditional IRAs) and the second bucket (ROTH IRA), the third bucket, ROTH IRA on ROIDS is Cash Value Life Insurance as the alternative wealth creation strategy of a guaranteed death benefit, guaranteed principal, tax-free growth, and tax-free distributions from policy loans. Traditional IRAs and ROTH IRAs cannot invest in life insurance. ROTH on ROIDS™ is a good choice for the hard times ahead.
Of course, there's the fourth bucket! That's when you "kick the bucket" without planning and leave most of everything to the IRS.
Call us or email us. We can provide you with a ROTH IRA on ROIDS of your very own, based on your age, health, and amount you want to devote to your tax-free retirement nest egg.
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| IRA Planner – Boston, MA & Holliston, MA | IRA Planner – Las Vegas, NV | IRA Planner – Costa Mesa, CA |
|---|---|---|
| Estate Street Partners, LLC | Estate Street Partners, LLC | Trace Kirkpatrick, CWPP, CAPP, MMB |
| 71 Commercial Street #150, Boston, MA 02109 | 2235 E. Flamingo Road, Suite 201-G, Las Vegas NV 89119 | 543 Victoria Ste. J, Costa Mesa, CA 92627 |
| tel: +1.508.429.0011 | tel: 702.615.7616 | tel: +1.508.429.0011 |
| toll-free: 888-93ULTRA (888-938-5872) | toll-free: 888-93ULTRA (888-938-5872) | toll-free: 888-93ULTRA (888-938-5872) |
| fax: +1.508.429.3034 | fax: 702.796.6694 | fax: +1.508.429.3034 |
| Hours of Operation: Boston, MA & Holliston, MA | Hours of Operation: Las Vegas, NV | Hours of Operation: Costa Mesa, CA |
| (by appointment only) Monday to Sunday (7 days/week) 8:30am - 10:00pm Eastern Standard Time |
(by appointment only) Monday to Sunday (7 days/week) 6:30am - 8:00pm Mountain Standard Time |
(by appointment only) Monday to Sunday (7 days/week) 5:30am - 7:00pm Pacific Standard Time |
This statement is required by IRS regulations (31 CFR Part 10, §10.35): Circular 230 disclaimer: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
Rocco Beatrice, CPA, MST (Master of Science in Taxation), MBA (Master of Business Administration), BSBA (Management/Accounting), CWPP (Certified Wealth Preservation Planner), CMMB (Certified Mortgage Broker), CAPP (Certified Asset Protection Planner), Managing Director, Estate Street Partners, LLC. Mr. Beatrice is an asset protection, award-winning trust, estate planning and tax expert.
If you are seeking for the best return on your IRA and Roth IRA investments while reducing your taxes then call us now for your initial, completely FREE, no obligation, no sales pressure, 100% total & complete client privacy consultation. Call us toll-free now at 888-93-ULTRA (888-938-5872)!
Estate Street Partners, LLC
Uncompromising, Alternative and Exclusive Retirement Planning & Wealth Management for an Accelerated Chartered Roadmap to Financial Success
Boston (head office):
71 Commercial Street #150, Boston, MA 02109
toll-free: 888-93-ULTRA (888-938-5872)
tel: +1.508.429.0011 fax: +1.508.429.3034
California:
543 Victoria Ste. J, Costa Mesa, CA 92627
toll-free: 888-93ULTRA (888-938-5872)
Nevada:
Only by appointment: 2235 E. Flamingo Road, Suite 201-G, Las Vegas NV 89119
toll-free: 888-93ULTRA (888-938-5872)
tel: 702.615.7616 fax: 702.796.6694