Відео

Hi yes there is. But some of the strategies you must be an accredited investor to use them. And we also have other strategies in real estate to eliminate all forms of taxes (w2, 1099) and that can also be used when converting IRAs.

​@@P2Wealth Thank you.... Do you discuss this in any of your videos or will you be in a future video (Hint, Hint, Nudge...!)??

@@METVWETV yes, you can reduce taxes on conversions but some strategies require you to be an accredited investor.

Not always. But there are only 4 companies that have a real LTC rider. Since tax penalties are rolling out across the US if you don’t buy LTC there are not a lot of options. But you also don’t need a life policy for Buying and borrowing. If you need specifics let us know and we can design an IUL for you. Cheers!

Thank you! Learn more at ThePerfectPortfolio.com. The video course can change your life! We have over 500 students using the strategy and we are finishing up the book now. Published in December!

Price appreciation plus premium collected. Reentering the position is easy at that point, and payouts is locked in.

Very cool! Are you supercharging the strategy using a “Buy, Borrow, Die” strategy? I believe it could move your early retirement up sooner! Also checkout MSTY if you are fan of Saylor/BTC www.theperfectportfolio.com/

That should be alot of shares, i stick with ETFs, I don't plan on preparing myself to retire at the age the govt says I can retire. I prefer to have enough passive income to cover essentials like groceries and utilities and have more time to be with family and travel.

How did you make much more. It may be tough to do in a down market, I wonder if the snowball effect will outrun the price degradation as the market experiences a correction. Complicated stuff!

Lowery999 Right there with you! For me ETFs 70% and 30% individual stocks. Trying to keep building up the ETFs forever!

Deysi keep it simple, everyone's want to do it by themselves but can't performer better. If you ain't savvy enough, discuss with a FA. Im with Frost hilda, great woman! She's provides options to build on and less hands on for you. write her social it's just smart move to ensure your interest.

Are you using a a Buy, Borrow, Die strategy? Always buy more, never sell and always reinvest all the dividends. Only access cash using margin loans…

Not all parts work in Canada, but buying and borrowing works on interactive Brokers as they have the lowest Margin Rates. Use ChatGPT and ask about which assets work in Canada for the Buy Borrow Die strategy.

Are you using a “Buy, Borrow, Die” strategy to supercharge it? www.theperfectportfolio.com/

don't use margin for these funds, people like khmer are idiots and making a lot of people poor.

We spent three years building a system for buying and borrowing using stocks and ETFs, life insurance, real estate, cryptocurrency and gold and precious metals. We also wrote the book about it, which will be launched in November or December. www.theperfectportfolio.com/

XDTE price was 52.46 on March 7th. Today NAV is 52.58. ZERO NAV loss. Please correct your comment, thanks!

@@P2Wealth Thats this week and I was reffering to QDTE the cover calls lossed by I think .02 per share

Yes! Better when you use a Buy, Borrow, Die strategy!!

Yes it is!!

Cool! QDTE has some NAV errosion, but XDTE doesn’t. But that can change… we will see 😊

Yup! Loaded the PDF and it created the podcast!

That is insane !!! It sounds so legit and real. This is awesome. They use such simple language too for their over view of the book and it's pretty spot on. This is awesome 👌🏽

m.ua-cam.com/video/InMrroqCAq0/v-deo.html Book will released by November

​@@P2Wealth That link took me to a YT video on The Young and the Restless!

@@METVWETVwe just tried it and it works fine! But I hope you also enjoyed the Young and the restless! 😂 ua-cam.com/video/InMrroqCAq0/v-deo.htmlsi=fCv5Q9tdG8yJ_1IH

Hi there! You can message our team at ThePerfectPortfolio.com, where you'll also find options to boost your financial IQ. We're currently in the middle of a class, but we can definitely catch you up if needed. Just let us know how we can help - we're here to see you succeed!

Are you also using a “Buy, Borrow, Die” strategy?

@@P2Wealth yes I am. I’m selling naked puts on spyi. 50 every month. If I get assigned, I sell covered calls…

Super valid concern. And that is why we had to build an 8-week course to go over all the concerns. Can you visit the perfect Portfolio page to learn more. Www.ThePerfectPortfolio.com

Oh ya, Mark is also writing a book to go along with the course.

Thank you!

Us too!!

Yes I don’t have to pay any income taxes when using margin loans. Income taxes are the highest taxes. The margin interest is tax deductible and many of my dividends are tax advantaged and/or ROC. The dynamic rebalancing in M1 helps drive growth in the portfolio and I’ll never sell the growth and never pay taxes. I paid $175 in margin interest and got $2340 in dividends. I use real estate to generate 100% tax-free income which I feed back into my Buy, Borrow, Did strategy. It is an 8 week course and impossible to show all the prices in a short video. But I’m writing the book about it now. Should be out by November

That took the live class which I believe was $1500 at the time.

They are in the course and will be in the new book

Yes I was impressed. Humble, cool and wants to make a difference.

Learn more at www.ThePerfectPortfolio.com

Please Google that question. Thanks

Also, my wife and use a lot of margin so we were able to negotiate our rates down to 6.75% which you may have seen in the video

7.25% as of 8/21/24

James, sounds like you are with a mega broker. Both M1 Finance and Robinhood have super low margin rates. Also, when folks read Marks books I know he loves to say thank you. Shoot me an email at nvillacorta@remiigroup.com and I’ll let Mark know about this message. Thanks, Norelvy

I see M1 finance offers 7.25% for standard accounts, so maybe that is close enough :)

Robinhood is 6.75​@@JamesSchultza

Hey, my AMZY pays a dividend of about 35-40% by selling options which is paid out as a monthly dividend. But I also will never sell the ETF and I’ll also never collect the dividend. I’ll reinvest forever, and always buy more. I’ll access cash by borrowing secured by the stocks and ETFs in my brokerage account. I also own many other ETFs like SPYI and JEPQ. But I’ll also never sell them and always reinvest the dividends. It is called: #BuyBorrowDie

Hi, you can do whatever you want. We just show you how to build it. We show you how to do BBD with stocks and ETFs, cryptocurrency, gold and precious metals, real estate and life insurance. You build your own strategy based on what you understand.

@@P2Wealth Perfect! Thank you.

Yup! I own it myself. And AMZY is pretty cool too!

And, these work better when you NEVER sell them and always reinvest and compound the dividend. Just borrow to access cash #BuyBorrowDie

Hello, not sure what you are referring to. If 10k were invested into SPYI Aug 31st of 2022, the portfolio would be worth $12,548 assuming reinvesting all dividends. If you invested in the Vanguard Balanced fund you would have $12,318

​​​@@P2Wealth SPYI "tracks" SPY, which is not balanced ETF. Please compare apples to apples. SPYI to SPY or VOO or SPLG. Since 2.09.22 SPYI did 6.636% SPY did 48.81% VOO did 48.85%

​​@@P2Wealth Compare apples to apples man. SPY should be compared to SPY, not to balanced etf.

Yes it does. Mark is Canadian so the tax codes are all not the same, but many are the same. You would need to have a brokerage with Interactive Brokers and have margin. If you want help let us know and I’ll send this to Mark

Sorry, no IULs in the UK. But the strategy of “Buy, Borrow, Die” does work but only on Interactive Brokers. Are you familiar with IBKR? Are you using Margin for loans?

@@P2Wealth no I am not familiar with IBKR and am not using margin for loans yet I am eager to learn about them

Yes. You can do tax loss harvesting. And you can do Buy, Borrow, Die and never pay taxes on gains too!

Hey! Very cool. YMAX and AMZY are doing very well!

Are you using a Buy, Borrow, Die strategy to never sell and always reinvest all the dividends?

In your next life yes. LOL

This fund is pretty simple. Covered calls are safe, effective and proven. This one has tax advantages!