How To RETIRE Comfortably IN 4 Steps (Infinity Income Model)
What if your goal wasn’t just to retire, but to build assets that cover your expenses forever? In this video, we dive into the Infinity Income Model—a strategy designed to make your assets your lifelong paycheck. Download Your Digital Copy Of Infinity Investing: How The Rich Get Richer And How You Can Do The Same 👉 https://inf.link/z0k Using real data on average net worth, spending patterns, and retirement savings by age, you’ll learn how to see your financial picture clearly and take control of your future. We’ll break down how to use this information to design an income that never runs out, so you can stop worrying about money. Stay tuned until the end as we walk through the four actionable steps to put this model into practice. Let’s redefine retirement and focus on true financial freedom. WATCH NEXT 👉 How to Earn Passive Income Every Month Without Selling https://youtu.be/Rd2WkGql5tg 🔔 Don’t forget to subscribe for more insights on real estate investing and business strategies! Would you like to learn more about protecting your assets and minimizing taxes? Schedule a free consultation here: https://aba.link/sgr Show Notes: 0:00 Intro 2:00 Median Net Worth in the U.S. 3:35 Net worth by age (Empower/Fed highlights) 6:27 Retirement savings by age 9:13 Spending by age (55+) 12:53 Strategy shift: income yield over “magic number” 16:00 Building income-producing assets (dividends, real estate, credit) 24:02 Risk management, safe bucket & downturn playbook 29:18 The 4-step Infinity Income plan & closing/CTA 38:13 Outro ——————————————————————————————————— FREE TAX & ASSET PROTECTION WORKSHOP Register for an upcoming workshop today if you want to protect your business and personal assets from snoopy lawyers and creditors. Save Your Seat: https://aba.link/x5u OTHER ANDERSON ADVISOR EVENTS Learn a rich selection of subjects like tax and asset protection, business, investing, and more. Our attorneys and other skilled experts will help you learn what you need to know in order to better your chances of success in your professional life. https://aba.link/tobyevents ~~~~ FINANCIAL PLANNING & TAX RESOURCES 📚 Order Your Copy of “Infinity Investing: How The Rich Get Richer And How You Can Do The Same” Here: 👉👉 👉 https://aba.link/IIWbook Order Your Copy of ”Tax-Wise Business Ownership” and find greater success by taking advantage of tax laws for your business. Here 👉 https://aba.link/tobyshop Visit Anderson Advisor’s website for content, like articles, podcasts, and more that we publish alongside my channel. 👉 https://aba.link/tobyaba ~~~~ FOLLOW US: Instagram: https://aba.link/instagram Facebook: https://aba.link/facebook Twitter: https://aba.link/twitter LinkedIn: https://aba.link/linkedin TikTok: https://www.tiktok.com/@tobymathisesq ~~~~ CONTACT US Phone: 800.706.4741 Email: info@andersonadvisors.com Fax: 702.664.0545 ABOUT TOBY MATHIS Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba ——————————————————————————————————— WARNING: I will NEVER ask you to contact me through YouTube comments, telegram, or WhatsApp. I have a checkmark next to my name, and my comment will be highlighted. Fake accounts do not have that. Please be aware of fake accounts trying to scam you using my name and picture. The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice. #passiveincome #infinityincome #retirementplanning source
Picking One of Your Kids to LEAD Your Business
If you want your business to live on, you can’t let a committee run it. You’ve got to choose one family member to lead the next generation — the one who truly “gets it.” That doesn’t mean you can’t share ownership or profits among your children. It just means someone has to be the captain of the ship — the decision-maker who keeps things moving forward fairly and strategically. Once you’ve identified that person, the next step is development. • Send them to work in another business or industry. • Help them get additional training or education. • Let them earn the same respect from vendors, employees, and clients that you did. Legacy isn’t just about passing down a business. It’s about passing down leadership. Build the next generation of capable, trustworthy family entrepreneurs. ✅ Subscribe for weekly tax and wealth tips 📩 Join the free newsletter: https://markjkohler.com/youtube/ source
What Qualifies as a Real Estate Professional
Here’s a question I get all the time: “My spouse is a transaction coordinator for real estate deals and gets a 1099 — does that make them a real estate professional for tax purposes?” The short answer: probably not. The IRS lists 13 occupations that can qualify as a real estate professional — but they must involve hands-on, material participation in managing, developing, or selling real estate. Here’s the breakdown: • Mortgage or real estate brokers: ✅ Qualify. • Plumbers or contractors: ❌ Not unless they’re general contractors. • Transaction coordinators: 🚫 Usually don’t qualify — too indirect. If you want to be sure, check the IRS code directly — not a random blog post. Or better yet, book a call with one of my tax lawyers or CPAs who specialize in real estate strategies. It’s worth getting right — the tax benefits are huge if you truly qualify. ✅ Subscribe for weekly tax and wealth tips 📩 Join the free newsletter: https://markjkohler.com/youtube/ source
You Don’t Need to Be Rich to Buy Real Estate
You don’t need to be rich to build wealth — you just need a plan. My favorite rule of thumb: buy one rental property every year. Here’s how you make it happen, even with limited cash: • Partner up. Find one person with credit and another with capital. You bring the hustle. • Use your Roth IRA. Partner your Roth with others through an LLC to invest tax-free. • Start small. One rental at a time creates long-term, passive income and real wealth. You can do this. You just need to work hard, stay smart, and collaborate with people who share your vision. That’s how you build wealth from the ground up — Main Street style. ✅ Subscribe for weekly tax and wealth tips 📩 Join the free newsletter: https://markjkohler.com/youtube/ source
How the Rich Use S Corps to Explode Their Wealth!
MAKE AN APPOINTMENT TODAY! https://kkoslawyers.com/contact-us/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps Want to legally slash self-employment tax and build long-term wealth? In this video, Mark J. Kohler breaks down how to use an S Corporation the right way—without common mistakes that cost entrepreneurs thousands! You’ll learn the exact salary/distribution framework, when an S Corp starts to make sense, and how to stack retirement and deduction strategies for maximum impact. We cover three core plays the wealthy use consistently: 1) reduce self-employment tax by splitting income between reasonable salary and distributions, with a realistic example and audit-safe guidance; 2) supercharge retirement using a Solo 401(k) with employee deferrals and employer match — often totaling well over $70,000; and 3) formalize a board (your “family office”) and document meetings and accountable plan provisions to unlock legitimate travel, meals, and tech write-offs while strengthening the corporate veil. If you’re a small business owner or LLC owner considering the S election, this is your blueprint! If you found this helpful, subscribe for more tax and legal strategies from Mark J. Kohler, like the video, and drop your questions in the comments! CHAPTERS: 0:00 Intro 0:54 What is an S Corporation, Really? 2:08 Strategy #1: Save Big on Self-Employment Taxes 4:47 Strategy #2: Use Your S Corp to Fund a Solo 401(k) 7:10 Strategy #3: Build a Board of Directors and Unlock Deductions 9:04 Outro Resources: Interview a Main Street Tax Pro that Speaks like Mark: https://taxadvisornetwork.markjkohler.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps Meet with a Real Lawyer on Zoom: https://kkoslawyers.com/schedule-an-appointment/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps Self-Direct Your IRA or 401k- Buy a Business or Real Estate with Your Retirement Account (Directed IRA): https://directedira.com/appointment/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps Keep Your LLC or Corp in good standing and Hide Your Address (Main Street Business Services): https://mainstreetbusiness.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps Become a Certified Tax Advisor in Mark’s Program – https://mainstreetpros.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps Connect: Website: https://markjkohler.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps LinkedIn: https://www.linkedin.com/in/markjkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps Facebook: https://www.facebook.com/markkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps Instagram: https://www.instagram.com/markjkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps X: https://x.com/markkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps TikTok: https://www.tiktok.com/@markjkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=how-the-rich-use-s-corps source
Can You Use the Cash Flow from Rentals in an IRA?
If your rental properties are inside your IRA or Roth IRA, can you touch the cash flow? The short answer: not until you’re 59½ — and that’s exactly the point. Most Americans don’t have enough for retirement because they want the cash flow now instead of letting their money grow. Here’s the reality: • 25% of Americans don’t even have $1,000 in savings. • 70% of people aged 55–65 have less than $100,000 for retirement. • The average Social Security check is about $1,900 a month — barely above poverty level. So yes, you can take the cash flow after 59½, but the key is to let it grow tax-free until then. Use your Roth IRA to invest in real estate, crypto, notes, or private deals — not just Wall Street. Build it now so you can live free later. ✅ Subscribe for weekly tax and wealth tips 📩 Join the free newsletter: https://markjkohler.com/youtube/ source
Tax Deductions for Medical Professionals
🔥 Want to become Jasmine’s client? Tax Planning & Returns, Accounting, and IRS Tax Resolution: https://jasminedilucci.com/discovery-call 🔥 Join my new FREE Actual Tax Law Community for Free Workshops, Q&A’s and Tax Resources: https://actualtaxlaw.com/ 🔥 Follow Jasmine on Instagram for daily content: https://www.instagram.com/taxleveragejd/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT JASMINE DILUCCI, JD, CPA, EA Jasmine DiLucci has specialized in tax since high school when she first became licensed to represent taxpayers before the IRS. Now as a tax attorney and CPA, she works with individuals and business owners across the nation to on Tax Planning, CFO Advisory, and IRS Tax Resolution How Jasmine Got Here… 18: Became an Enrolled Agent, licensed to represent taxpayers before the IRS. 22: Earned an Accounting Degree and a Master’s in Finance. 23: Became a CPA 24: Stepped into leadership as she took over her own CPA firm 26-28: Juggled full-time studies at SMU Law while she was growing her CPA firm. 28: Graduated from law school 4th in her class and became an Attorney, all while managing her CPA firm. 29-31: Expanded her CPA firm to seven figures, with a focus on delivering top-notch service and exceptional value to every client. 32: Launched Tax Leverage to offer free online education and combat the rise of “tax gurus,” aiming to provide real, accessible tax knowledge. Today: She’s dedicated to running her firm and leveraging her expertise to educate and empower others, helping individuals and businesses navigate the complexities of taxes and finance. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Disclaimer: This information on this channel is for educational purposes only and does not constitute professional legal or tax advice. # # #jasminedilucci source
Understanding Capital Gains for Real Estate
If you inherited a property and aren’t sure how to calculate your capital gains — here’s how it works. Let’s say you inherited a home in 2017 that was appraised at $310,000, and it’s now worth $620,000. Your basis starts at the fair market value when you inherited it — in this case, $310K. If you sell it for $610K and have $10K in selling costs, your capital gain would be the difference between your net selling price and your basis. Example: $610K sale – $10K costs – $310K basis = $290K capital gain If the property was used as a rental, you’ll also have to subtract depreciation you’ve claimed over the years — that lowers your basis and increases your taxable gain. So your final gain will depend on: 1. The fair market value when inherited (your basis) 2. Depreciation taken 3. Selling costs ✅ Subscribe for weekly tax and wealth tips 📩 Join the free newsletter: https://markjkohler.com/youtube source
Planning Your Business For When You Die
If you’re a business owner, you need a plan in place for what happens when you die. This isn’t just about you — it’s about your spouse, kids, employees, and the future of what you’ve built. Here’s what to consider: • Who will take over the business? • Is one child getting the business while others get life insurance payouts or other assets? • How will your surviving spouse be cared for financially? These are tough conversations, but they’re absolutely necessary. Sometimes, it’s better to sell the business to someone who knows what they’re doing. But if your goal is to pass it down, make sure you have a business continuation plan and a revocable living trust in place. We help clients every day structure these plans so that what they’ve built doesn’t fall apart after they’re gone. ✅ Subscribe for weekly tax and wealth tips 📩 Join the free newsletter: https://markjkohler.com/youtube/ source
Never Mix Personal and Business Money (Here’s Why)
🔥 Want to become Jasmine’s client? Tax Planning & Returns, Accounting, and IRS Tax Resolution: https://jasminedilucci.com/discovery-call 🔥 Join my new FREE Actual Tax Law Community for Free Workshops, Q&A’s and Tax Resources: https://actualtaxlaw.com/ 🔥 Follow Jasmine on Instagram for daily content: https://www.instagram.com/taxleveragejd/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT JASMINE DILUCCI, JD, CPA, EA Jasmine DiLucci has specialized in tax since high school when she first became licensed to represent taxpayers before the IRS. Now as a tax attorney and CPA, she works with individuals and business owners across the nation to on Tax Planning, CFO Advisory, and IRS Tax Resolution How Jasmine Got Here… 18: Became an Enrolled Agent, licensed to represent taxpayers before the IRS. 22: Earned an Accounting Degree and a Master’s in Finance. 23: Became a CPA 24: Stepped into leadership as she took over her own CPA firm 26-28: Juggled full-time studies at SMU Law while she was growing her CPA firm. 28: Graduated from law school 4th in her class and became an Attorney, all while managing her CPA firm. 29-31: Expanded her CPA firm to seven figures, with a focus on delivering top-notch service and exceptional value to every client. 32: Launched Tax Leverage to offer free online education and combat the rise of “tax gurus,” aiming to provide real, accessible tax knowledge. Today: She’s dedicated to running her firm and leveraging her expertise to educate and empower others, helping individuals and businesses navigate the complexities of taxes and finance. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Disclaimer: This information on this channel is for educational purposes only and does not constitute professional legal or tax advice. # # #jasminedilucci source