RETIRING? BOOMERS COULD LOSE 15-50 PERCENT OF NEST EGG

Exit Strategy Could Make the Difference

(SAN MARCOS, California) – Baby Boomers
preparing to cash out on their real estate, stocks,
collections and businesses should take note. They could
lose 15-50 percent of their assets and run out of money if
they lack important capital gains tax advice.

“Retirees who are interested in not outliving their assets
should be extremely careful whose advice they trust,” said
Paula Straub, a Southern California Capital Gains Tax
Saving Strategist. “Without an exit strategy, even the
best-intentioned tax advisors, attorneys and realtors may
be giving their clients bad advice that costs them big
time.”

To avoid the capital gain tax burden that comes from
selling properties or other assets that have appreciated
in value, Straub gives her clients specific action plans for
handling it in the most tax efficient way.

“I see people who have saved and planned for retirement
their entire lives who are losing huge amounts of money,”
said Straub. “Many Certified Public Accountants (CPAs),
Attorneys and Realtors don’t bring up this issue, or worse
yet don't fully understand it - so the client takes a huge
financial bath." 

Straub spent six months researching capital gains tax
information after a client asked for help. She soon
discovered how difficult accurate information was to come
by.  “For the majority of Americans who are not wealthy, it’s
nearly impossible to handle these problems without help,”
said Straub. “Anyone selling highly appreciated assets can
lose huge amounts of money if they aren’t careful. No one
should have that happen and I can help.”

Real estate, businesses, stock portfolios, and collections
such as artwork are the most typical assets that can be
highly taxed by 15-40 percent.  “It is extremely important to
retain as much of the asset as possible for retirement purposes,
because the number one fear these days is running out of money
before we pass away. Another benefit of using the right strategy is that
the remainder passes to your heirs and not to some other entity.” said Straub.

With Straub's help, clients can find safe, legal solutions
to minimize their tax obligations.  Clients may be able to
defer taxes indefinitely, or spread out the payment over a long
period of time while earning interest on the money they would
have paid to the IRS for years to come.  Straub works with the client's
current advisors so everyone stays on the same page and so that the
client's best interest remains the primary focus.

Paula Straub is as Investment Advisor Representative and
helps clients in all 50 states minimize their capital tax
obligations. She is an educator, author, and entrepreneur.
Her smart tax-strategies have saved her clients hundreds
of thousands of dollars.

CONTACT: To learn more about protecting appreciated assets
from capital gains, visit: http://www.savegainstax.com. Paula
Straub is available for interviews and can be reached at:
askpaula@savegainstax.com or via phone at (760) 917-0858.