Restricted Property Trust Blog

The Restricted Property Trust allows business owners and key employees the ability to mitigate income taxes, receive tax-deferred accumulation, and tax-favorable distributions. One of the key components that makes the Restricted Property Trust so effective from a tax...

​Are you a business owner interested in reducing taxes? If so, you may want to consider a Restricted Property Trust. What is a Restricted Property Trust (RPT) and who can benefit from it?  In this post, we answer both questions and more. Keep reading for additional...

In order to ensure successful implementation of the Restricted Property Trust prior to December 31st, 2019, we have prepared the following information to include deadlines, plan setup fees, and ongoing costs. 2019 Restricted Property Trust Important Deadlines November...

Whole life insurance is a permanent life insurance policies that offers death benefit protection, cash value accumulation, tax-deferred growth, and tax-free withdrawals.  The use of a whole life insurance policy is necessary within the Restricted Property Trust. The...

Will you be able to live on savings alone when you retire? The average American retires at 62, and they need to stretch out their life savings for at least two decades. Meanwhile, there's a growing trend of an increase in living costs (including skyrocketing...

The Restricted Property Trust was created to help high-income earning business owners reduce income taxes and grow assets with sizable pre-tax contributions, tax-deferred accumulation, and tax-advantaged distribution. The Restricted Property Trust is gaining momentum...

A Restricted Property Trust (RPT) provides high-income earning business owners the opportunity to reduce income taxes and grow assets with sizable pre-tax contributions. An RPT also allows for tax-deferred accumulation and tax-advantaged distributions. But, what good...

In 1789 Benjamin Franklin wrote in a letter “…in this world nothing can be said to be certain, except death and taxes.” Almost 230-years later those words continue to hold true.With half the year already behind us, the time for business owners to start thinking about...

A Restricted Property Trust is an employee benefit plan for high-income earning business owners and key employees. The first Restricted Property Trust plan was implemented in 2001. Since then, the strategy has a 100-percent successful track record with the Internal...