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INDEX GURUS, INC.
Your Challenges | Our Solutions
www.indexgurus.com | 408 - 372 - PLAN
Profiling Seven Clients
June 2014
Solution: Index Gurus transitioned business
retirement plan from a SEP IRA to a 401k & defined
benefit plan, increasing co...
Solution: Index Gurus moved the client out of bond
funds and into preferred stocks; implemented a wealth
transfer strategy...
Solution: Index Gurus performed a retirement
analysis and installed a SEP IRA plan
Self-Employed Consultant
Result: The cl...
Solution: Index Gurus performed a 401k rollover,
consolidated portfolios, and implemented a wealth
protection and transfer...
Solution: Index Gurus implemented a wealth
enhancement and transfer strategy and prioritized
competing goals
Family with l...
Solution: Index Gurus diversified investments from a
large position in employer’s stock; helped executive
plan timing of s...
Solution: Index Gurus implemented a 401k with profit
sharing and vesting schedule; advised about legal
structures and buy-...
Solution: Index Gurus can help you enhance, protect,
and pass your wealth while mitigating taxes.
Contact faruk@indexgurus...
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Your Challenges & Index Gurus Solutions

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Your Challenges & Index Gurus Solutions

  1. 1. INDEX GURUS, INC. Your Challenges | Our Solutions www.indexgurus.com | 408 - 372 - PLAN Profiling Seven Clients June 2014
  2. 2. Solution: Index Gurus transitioned business retirement plan from a SEP IRA to a 401k & defined benefit plan, increasing contributions by $150k Established Business Owner Result: The client mitigated income taxes by deferring $200k pre-tax and now plans to retire early Challenge: Paying too much income taxes www.indexgurus.com
  3. 3. Solution: Index Gurus moved the client out of bond funds and into preferred stocks; implemented a wealth transfer strategy with an estate attorney Retiree Result: The client went from earning 3% ($30k) to 6.5% ($65k) per year, while lowering overall portfolio risk Challenge: Needs to earn more income and mitigate estate taxes www.indexgurus.com
  4. 4. Solution: Index Gurus performed a retirement analysis and installed a SEP IRA plan Self-Employed Consultant Result: The client deferred $50k pre-tax and is confident to have sufficient savings in retirement Challenge: Lacking a pension plan and paying excessive income taxes www.indexgurus.com
  5. 5. Solution: Index Gurus performed a 401k rollover, consolidated portfolios, and implemented a wealth protection and transfer strategy Pre-Retiree Result: The client is now confident that he will have sufficient income during retirement Challenge: Concerned about running out of money and how to derive income during retirement www.indexgurus.com
  6. 6. Solution: Index Gurus implemented a wealth enhancement and transfer strategy and prioritized competing goals Family with large estate Result: The client has more peace of mind that heirs are taken care of and understands how to preserve wealth Challenge: Uncertainty about family finances www.indexgurus.com
  7. 7. Solution: Index Gurus diversified investments from a large position in employer’s stock; helped executive plan timing of stock option sales Corporate Executive Result: The client eluded a 90% loss on employer’s stock and maximized gains on stock options Challenge: Lacking diversification and stock option planning www.indexgurus.com
  8. 8. Solution: Index Gurus implemented a 401k with profit sharing and vesting schedule; advised about legal structures and buy-sell agreements Entrepreneur Result: The client mitigated income taxes, established wealth protection strategy and incentivized employees Challenge: Save for retirement, protect against creditors, incentivize employees www.indexgurus.com
  9. 9. Solution: Index Gurus can help you enhance, protect, and pass your wealth while mitigating taxes. Contact faruk@indexgurus.com or 408-372-PLAN You Result: Financial peace of mind starts with a free consultation Challenge: How can we help you? www.indexgurus.com

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