Starting with an S Corp is great—but don’t stop there. You can build out the rest of your Trifecta step by step:
1. Transfer ownership of your S Corp into a revocable living trust.
2. Open a new LLC (owned by the trust) for rental properties or assets.
3. Layer in retirement accounts—Solo 401k, Roth IRA, HSA.
4. Use those accounts to invest in rentals, crypto, gold, and more.
Your Trifecta keeps your operations, assets, and legacy organized and protected. It’s never too late to add these pieces and scale your wealth the right way.
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