Introducing The VARIO Fund:
Minimizing taxes and building wealth through Alternative investing | 12%+ APY
Gain a TAX-FREE Investment Strategy
A Hedge Against Capital Gains & Inflation For Retirement And Brokerage Accounts
Did You Know?
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If you have a 401k or IRA account you are in debt with the IRS.
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Once you retire you will need to pay taxes on all payouts.
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This lowers the amount of funds actually available to you.
The VARIO FUND provides a tax-free structured solution for you.
Meet Tom.
He is 66 years old and has $500,000 in his IRA.
How about we take a look at the potential taxes Tom faces if he keeps things the way they are compared to simply adding the self directed IRA– Vario Fund.
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66-year old with 25% tax liability
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IRA worth $500,000 and growing at 5% annually. No income withdrawn from account.
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Money from Required Minimum Distributions (RMDs) not used for income (all) reallocated to other financial vehicle earning taxable growth at 5% annually
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Account holder lives to age 90.
Tom keeps his IRA as is
Taxes paid on remaining account value at death
$106,665
Taxes paid on reinvested RMD's
$67,388
Total taxes paid on RMD's at time of withdrawls
$164,337
TOTAL TAXES PAID
$338,389
MONTHLY INCOME
$2,083
Taxes paid on remaining Vario account value at death
ZERO - $0
Tom simply shifts to the Vario Fund
Taxes paid on Vario account growth
ZERO - $0
Taxes paid on simple shift
$125,000
TOTAL TAXES PAID
$125,000
MONTHLY TAX FRE INCOME
$5,834
Instead of paying $338,389 in total taxes and settling for a $2,083 check each month...
Tom chose to simply add the Vario Fund and paid only $125,000 in taxes for a savings of about $255,000 plus he is receiving a $5,834 monthly check.
1This hypothetical example does not consider every product or feature of tax-deferred accounts and is for illustrative purposes only. It should not be deemed a representation of past or future results, and is no guarantee of return or future performance. Your tax bracket may be lower or higher in retirement, unlike this hypothetical example. Every effort has been made to ensure the accuracy of these numbers. These materials are not intended to provide tax, accounting or investment advice. Be sure to consult a qualified professionals in these areas about your individual situation.
How do we structure tax-free retirement accounts?
Fund A Self-Directed Account
If you have an existing 401k or IRA, our team will help you move those funds to a self-directed account that allows for alternative investments. If you do not have an existing 401k or IRA, we will have a conversation to determine what strategy and account type will work best for you. There are no age or income restrictions and all of our solutions are customized to each individual investor.
Join Vario’s "Tax-Free Advantage Program"
Next we will determine what note and rate of return works best for you as a Vario investor. This is when you will be able to opt-in to the tax-free advantage program. Our team will determine a customized strategy to help you navigate capital gains taxes at no additional cost.
Benefit From Hands Off Tax-Free Growth
Vario’s high class investing experience is second to none. All you have to do now is collect a monthly payout and we will hand you a check to give to the IRS at the end of every year.
Ideal for the passive investor looking to add and diversify their income streams with interest direct deposited monthly at a fixed rate of return.
● No Wall Street risk
● IRA Friendly
● All investments are looked at through a tax lens
● No bonds, mutual funds, etfs, or stocks
● Alternative investment focused
Short Term High Yield Returns
Creating a diverse portfolio, the fund invests in international markets, cutting edge technology, and worldwide businesses.
This gives investors access to investments and returns not seen in traditional banks, mutual funds, or stocks.
IRA & Tax Navigation
Investors work directly with financial advisors to navigate tax strategies effectively.
Using a self directed IRA, 401k, or Roth IRA account, investors can protect wealth.
Real Estate Investment Strategy
Acquisitions
Vario acquires all real estate properties after thorough analysis of:
Property condition, marketability, acquisition strategies, equity margin, exit strategies, and proper due diligence.
Our team of dedicated real estate professionals only acquire properties that meet our high investing standards as a basic principal of doing business with excellence.
Profitability
Through our multi-step acquisition qualifying process, Vario approaches properties with 100% confidence in cashflow and longevity.
Our confidence comes from running each property through multiple tried and true investing scenarios to determine the best method of entry and exit based on the property, location, purchase price, market conditions, and expert analysis.
Recession Proof
Our business model is independent of economic conditions. Meaning, regardless of what is happening in the market, we continue to thrive with a recession-proof business model that is scalable and predictable.
This is primarily due to high value relationships with industry professionals in the following professions (including, not limited): banking institutions, the IRS, real estate brokerages, attorneys, appraisers, real estate contractors, property management companies, title agencies,
nationwide investing associations, and more.
