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THE NEW TRIDELTA MAXIMIZER STRATEGY
Retire Earlier or Provide More to Your Children
Without Touching Your Cash Flow
For many middle aged Canadians, their primary financial goal is preparing for retirement. The key question is “Will I have enough money to last throughout my retirement years?” The related question is, “How long must I work before I will be financially able to retire?’”
For some older Canadians who know that they will not outlive their money, the primary financial goal is to pass along as much as possible to their children, grandchildren or favourite causes.
The New TriDelta Maximizer Strategy can generate significant sums to meet both of these key goals, without sacrificing $1 of cash flow, for those fortunate enough to fit the following criteria:
TriDelta Estate Maximizer Strategy – Checklist
- Aged 55 to 77 – male or female
- Own all or most of your home
- Have enough net worth including real estate so that you won’t outlive your money
- Reasonably healthy for your age
- Have a desire to have a larger estate
TriDelta Retirement Maximizer Strategy – Checklist
- Have a parent, in-law, Aunt or Uncle aged between 62 to 77 AND who is reasonably healthy for their age
- Own all or most of your home
- Have a desire to have more money for retirement or pre-retirement
If you can answer yes to each item on one of the above checklists, you should be talking to us about the TriDelta Maximizer Strategy.
As an example of the power of this strategy, if a 40 year old borrows $200,000 from the equity in their home, on average, they will be able to build $600,000 after tax in 11 years – versus if they simply left the equity parked in their home. After paying off the $200,000 line of credit, this individuals’ net worth would be increased by $400,000. This would all be accomplished without impacting their cash flow in any way, and allowing them to fully benefit from any growth in the real estate value of their home.
This strategy was developed by a select group of our partners from leading Investment, Insurance and Real Estate companies. It utilizes investment returns, tax benefits, home equity and a unique insurance strategy to add significant after tax value
At TriDelta Financial Partners, we can help implement the TriDelta Maximizer Strategy for you from beginning to end.
If you think that you might be a good fit to take advantage of the TriDelta Maximizer Strategy, please contact us to ask any questions and to set up a no obligation meeting.
Ted Rechtshaffen, CFP, MBA
President and CEO
TriDelta Financial Partners
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