This phase in which one’s wealth is spent or used for income, needs, wants or desires.
The Wealth Distribution process is the phase when people need or want their money. It can be very costly if one has not properly planned for its occurrence. Excessive income taxes, early withdrawal penalties, sales charges, restrictions or inflationary pressures can substantially reduce the distribution of one’s wealth.
Problems contained within wealth distribution phase:
- Income taxes
- Lost opportunity costs
- Restrictions
- Inflation
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- Penalties
- Market fluctuatins
- Life mortality
- Law suits and more……..
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Wealth In Motion® strategies will assist you in overcoming these eroding forces when you want the distribution of your wealth.
Objectives for this phase:
- Reduce income taxes
- Avoid lost opportunity costs
- Reduce market risks
- Increase rate of return
- Reduce or avoid penalties or charges
- Reduce or avoid restrictions and loss of control
- Provide long term financial security
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