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Case Studies

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C Suite Executive: Turning $500K Into Over $5 Million In Tax-Free Retirement Income

45
Female
Annual Contribution: $100000 annually for 5 years

Turning $125K Into Over $4 Million In Tax-Free Retirement Income

30
Male
Annual Contribution: $25000 annually for 5 years

Physician: Turning $200K Into Over $1 Million In Tax-Free Retirement Income

50
Female
Annual Contribution: $40000 annually for 5 years

Law Firm Partner: Turning $250K Into Over $4 Million In Tax-Free Retirement Income

40
Male
Annual Contribution: $50000 annually for 5 years

Residential Real Estate Agent: Late Starter, High Income

50
Female
Annual Contribution: $100000 annually for 5 years

Retired Business Owners Creating a Meaningful Legacy for Their Two Grandchildren

20
Male
Annual Contribution: $20000/year for 5 years per grandchild (2 total)

Maximize retirement accumulation over the next 20 years

45
Female
Annual Contribution: $22000 annually for 5 years

Retired Business Owners Creating a Meaningful Legacy for Their Three Children

45
Male
Annual Contribution: $70000/year for 5 years per child (3 total)

David, Age: 30, Key Employee / High-value contributor / future leader

30
Male
Annual Contribution: $25000 annually for 5 years

Nurse Case Study using Kai-Zen

45
Female
Annual Contribution: $30000/year for 5 years per grandchild (2 total)

Senior Operations Officer Case Study

50
Male
Annual Contribution: $100000/year for 5 years per grandchild (2 total)

Plumber Case Study

40
Male
Annual Contribution: $40000/year for 5 years per grandchild (2 total)

Software Engineer Case Study

35
Male
Annual Contribution: $80000/year for 5 years per grandchild (2 total)

The Rookie Who Planned Ahead

30
Male
Annual Contribution: $10M

Dentist Case Study: Turning $250K Into Over $1.5 Million in Tax-Free Retirement Income

55
Male
Annual Contribution: $250K

Case Study: Two Floral Shop Owners Protect Their Business & Legacy

45
Female, Male
Annual Contribution: $156k