JurisPrudent Case Studies

RINGLER FEE DEFERRAL SOLUTIONS COMMON PRACTICES USING FEE DEFERRAL SOLUTIONS

Would you like to have better control over the timing of your income and the resulting taxation? Just like top executives deferring their compensation, you can choose to roll your payments forward until you are ready to start receiving them. This allows you the freedom to use your money only when you need it — and defers taxes for a longer period of time.

CASE STUDY: DEFERRING MULTIPLE CASES TO ACCUMULATE WEALTH

Deferring just 10% of your fees from each case in the year can accumulate:

CASE 1

CASE 2

CASE 3

CASE 4

CASE 5

ACCUMULATED TOTAL: $ 190,000

TOTAL FEES: $300K

TOTAL FEES: $250K

TOTAL FEES: $100K

TOTAL FEES: $1M

TOTAL FEES: $250K

Continue to defer these percentages over five years and choose your payout options

ACCUMULATED TOTAL: $ 790,000 } }

$ 190,000

2019

quarterly payment amount $ 39,500 $ 19,750

annual payment amount $ 158,000 $ 79,000 $ 39,500

Payout Duration

# quarterly payments

2020

$ 200,000 $ 100,000 $ 200,000

2021

5 years

20 40 80

10 years 20 years

2022

$ 9,875

$ 100,000

2023

For more information, contact your Ringler Consultant

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Ringler and its Consultants may receive compensation when recommending products and services. Additional attorney fee products and plans are available in the marketplace. Ringler makes no representations nor guarantees regarding the JurisPrudent Deferral Solutions product or its performance. Ringler is not providing any tax, legal or accounting advice or service. You should rely on your own examination and evaluation and consult with your own independent advisors regarding the legal, investment, tax and related matters. Ringler is not licensed to sell securities; any information provided is not intended as a solicitation and does not constitute an offer.

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