WHAT
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The Choice to Retire Better and Continue to Live with More Dignity.
Retire Wealthier, Sooner!
Cayman Capital, Inc. is an independent investment, financial services and tax advisory company, specializing as a financial advisor in retirement income tax planning strategies, tax-deferred capital gains, tax-free financial services strategies, and various managed Stock Market Portfolio choices. We offer Dividend Portfolios, Fixed Income, Growth and Stable Value Portfolios, Tactical Rotation, Structured Products, Socially Responsible and Contrarian Investment Portfolios, Energy Sector, Precious Metals, ETF’s, Technology Portfolios, and a combination of other specialized US Stock Market Portfolios, such as Buffered Portfolios with defined market loss protections based on long or short term parameters.
CLICK HERE FOR CURRENT BUFFERED PORTFOLIO OFFERINGS
Please click on Are You Saving Enough? to see what the “Journal of Pension Professionals & Actuaries” says about what determines how much you will have to save in retirement.
The IRS allows 3 primary types of Tax-Free Money. Municipal Bonds. Roth Qualified Plans and Life Insurance.
I would like to mention the following three benefits that many people do not kow about their Retirement Plan. Most persons are aware that you can trade your own stock account in your 401k but may not be aware that you can also open a business in a 401k that provides services or products, and that some Life Insurance are also alternatives allowed for certain types of Qualifed Plans and Non-Qualified Plans. This alternative can provide strong cash accumulation as a source of income in retirement, which is not counted as income or taxed as income and avoids the significant surcharges referred to as IRMAA (Income Related-Adjusted Monthly Amount) that higher income earners while they were working, and must pay in addition to their Medicare Part B and Part D premiums.
I will also be introducing our Plans 1, 2 and Plan 3 as strategy choices as they are very applicable dependening on a clients particular situation and their specific needs and goals. However, we also now offer Individually Designed Structured Portfolios which are a Proprietary Software Designed offering.
Structured Portfolios are strategies that are individually designed UNLIKE Plans 1 & 2 & 3 and can have better returns. Structured Portfolios are NOT PREMIUM FINANCED. Since there are numerious different adaptions that can be customized specifically for the client, the Structured Porfolio is a product that is offered by referral for qualified clients, with a request to me for an initial Zoom appointment with myself and my team at the Axios Financial Network. Click on: caymancapital.net/investments/
Individually Designed Structured Portfolios are now one of our top income producing offerings as they can also protect your money from taxes and loss of principal.
These strategies and other remarkable tax-free and tax-deferred vehicles, are methods that wealthy persons and business savvy individuals have been using for decades, to increase liquidity and cash flow for working assets, minimize or eliminate taxes and maximize income. Now almost any person can adopt these methods for retirement or supplemental income streams.
Dedicated Secure Portals are availabe for appointments through Zoom and Teams Softwares. When possible in-person appointments can also be arranged.
Please see “Why Choose Us” to see why working with us will make a valuable difference.
Dr. Dennis Noss, IRS Enrolled Agent, MSc. RIA Retire Better Sooner Strategies, PC
Customized Wealth Management & Retirement Strategies to Have More Savings & Greater Income – Instead of Greater Income Tax.
( See fiduciary statement bottom of Home Page-TO ALL OUR CLIENTS )
MORE EARNING POWER AND BETTER TAX-INCENTIVES
Cayman Capital, Inc. is an independent investment, finance and tax advisory company registered with the State of California. Dr. Noss is also a Financial Services Tax Consultant for Qualified and Non-Qualified Retirement Income Planning.
Dr. Noss, CEO is empowered by the United States Department of the Treasury and federally authorized as an Enrolled Agent with unlimited rights to practice before the I R S. Contact us if the IRS assess penalties or disqualifies a retirement plan.
Cayman Capital specializes in the intelligent application of Customized Structured Mathematical Finance Modeling, designed to Protect and Maximize Retirement or Supplemental Income, with tailor-made Client-Focused Tax Reduction Strategies that will increase Net Worth, and also Protect More of Your Assets from Taxation. Learn the advantage of Financial Engineering for Safer Leverage under ”STRATEGIES” subtitle: Financial Income Multiplier Strategies. Financial Income Multiplier Strategies. Click Below for a General Overview of “What We Do” and see how We Can Help You.
BUILDING A BETTER WAY TO YOUR FUTURE LIFESTYLE
EXTRA EARNING POWER AND BETTER TAX-INCENTIVES than Tax Deferred Money from Individual & Employer Qualified Plans, including Employer Matching Plans. Contribution and Defined Benefit Plans or a Roth. Cayman Capital specializes in the creative application of various structured Finance Methods such as using Bank Guaranteed Leveraged Savings Plans as a customized Tax Strategy to protect a Larger Income while also protecting more of your estate from Taxation. Tax strategies that pay you and not the IRS. Leveraged Bank Guaranteed Savings Plans increase income and net worth without the tax.
See the Power of “TAX-FREE INCOME STRATEGY PLAN ONE & COMPARE TO PLAN TWO”
With No Collateral Needed Hybrid Financing Choices, the individual client or partnership or corporation client, can be totally protected from all bank risks associated with borrowing. BANK LEVERAGE WITH NO PERSONAL GUARANTEES & NO BALANCE SHEET RISK.
A MONEY-MAKING ALTERNATIVE
A MONEY-MAKING ALTERNATIVE is Choosing to Put Less Money into a Qualified Plan, and contributing that TAX-DEFERRED Money to a “Smart Leveraged Retirement Bank Guaranteed Savings Plan” as a Personal Tax-Free Retirement Plan.
Plan Two No Collateral Hybrid Financing for Conservative Safer Leverage is a plan design to increase income and also lower or eliminate the tax on that income. C Corporations and Not For Profit Organizations will similarly benefit from our customized Split-Dollar Incentive Strategies.
New money from bank funding for Plan Two typically gives your personal Saving Plan Two a 3:1 leveraged boost. Eligible Clients can get an even greater boost with Hybrid Tax-Free No Collateral Income Plan One.
See a 401 K-Comparison and using the example of “INCOME STRATEGY PLAN TWO.”
COMPLIMENTARY EVALUATIONS
Complementary Consultations with you and your CPA or attorney. Bank Guaranteed Premium Finance No Collateral Designs and Collateralized Bank Guaranteed Designs offer a Tax-Free Enhanced Income for Employers & Employees with No Payroll Deductions. These plans have the ability to typically double or triple an employee’s present contributions over time as future maximized income.
Retire with Dignity with a Supplemental Maximized Retirement Income for yourself or as a Key Employee Benefit, which is a more powerful and less costly strategy, than rewarding Stock Options or RSU’s for the length of Employment as a Taxable Compensation.
Eliminate a Cost instead of taking a Deduction, with Premium Financed Tax-Free Income Strategies.
Retirement and Key Person Retention. Tax-Free Money for Investments. Supplemental Income.
OUR SERVICES
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Individuals
Due to limitations in the tax code regulating traditional Qualified Retirement Plans, these plans are typically insufficient to maintain an acceptable lifestyle.
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KEY EMPLOYEES
Company Employee Retention and Recruitment of Top Talent is one of the biggest challenges for employers.
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ADDITIONAL SERVICES
Retirement Planning Strategies. Estate Planning and Preservation. Charitable Planning. Income Replacement Strategies. Leveraged Retirement Savings and Supplemental Income Plans.
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IRS TAX REPRESENTATION SERVICES
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Philanthropy
Wealthy individuals require liquidity for estate tax purposes and often desire to provide a maximized legacy for a university or charity of their choice.
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CAPITAL GAINS
Be informed of a way to preserve the value of real estate & tangible assets by unlocking extra tax-deferral potential.
Defer capital gains for decades & typically get 95% of the full sale price as tax-free cash now.
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Estate Planning
Tax strategies using a premium financing component gives individuals a way to finance life insurance premiums to cover future estate taxes and for estate planning
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Buy & sell
Premium Financing as a tax mitigation and maximized income strategy, allows families and business entities such as law partnerships and medical doctor clinic groups, more options and flexibility for succession planning, buy-sell agreement, and key man applications.
INITIAL COMPLIMENTARY PHONE CONSULTATIONS WITH OUR FIRM FOR YOU & ALSO WITH YOUR CPA/TAX ATTORNEY
TO ALL OUR CLIENTS
Cayman Capital and our subsidiary Retire Better Sooner Strategies, PC have the expertise needed for superior client business entity and individual tax planning, tax resolution and IRS representation, wealth management and financial services.
Although I have now changed careers from medicine to wealth management, I still consider the client as a patient who deserves the highest quality of life. If I am correct in my assumption that you take your future financial happiness seriously, you will carefully consider the opportunities presented in this website.
Realistically in todays world financial happiness usually takes having more money. That’s why I am introducing the information presented in this website. The best available patient care is now substituted for the most appropriate financial wellness plan of action to attain the best financial client care possible.
We are honored to share what we consider to be life changing financial strategies, so our clients can live abundant happier lives and die richer. There is a lot to see on this website so take your time and look around.
EMAIL YOUR QUESTIONS OR CALL US FOR COMPLIMENTARY CONSULTATION AND RECOMMENDATIONS