Ben N. Levine
Trustee at Dst Advisors
Based in Calabasas, United States
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Seniority
C-Team
Department
General Business & Management
Location
Calabasas
Industry
Financial Services
Company size
2
Contact information
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b•••••••@deferringthetax.com
Phone
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Background
About Ben N. Levine
Designing solutions that deliver the tax-deferral and tax-free benefits you need to reach your wealth accumulation goals. •Deferring capital gains on the sale of any capital asset such as real estate and a privately owned business. •A unique interactive planning tool that informs & educates clients on capital needs for retirement and other large cash needs during life.* Financial Protection using Life, Disability, Long-term Care and Annuities.* College Financial Consulting - helping clients save money on the costs of college. •The Business Owner “Only” Retirement Plan – a one of a kind trust established by a billionaire tax payer that allows business owners to use their companies to protect business succession and fund their own retirement in addition to any qualified plan. •Business Succession for owners of a business that require a plan, an agreement and the cash to fund the agreement exactly when it is needed. •Key Person - entity protection against the loss of a key person and the potential result in loss of value, credit and revenue.
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