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Bill of Rights and Rights to Bills San Francisco Chamber of Commerce November 15, 2010

Bill Of Rights And Rights To Bills

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ill of Rights and Rights to BillsFreedom of speech, due process, trial by jury, powers of states and people are among the many important Bill of Rights.But what about your Rights to U.S. Bills? Washington ($1), Jefferson($2), Lincoln($5), Hamilton ($10), Grant ($50), Franklin ($100), MiKinley ($500), Cleveland ($1,000), and Madison ($5,000). All these Presidents are waiting for you. Through a coordinated effort with your CPA and investment adviser, these can be yours with little action needed by you.More about this opportunity can be found in the presentation to the San Francisco Chamber of Commerce on October 20, 2010.

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Page 1: Bill Of Rights And Rights To Bills

Bill of Rights and Rights to Bills

San Francisco Chamber of CommerceNovember 15, 2010

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Power of Compounding

“The most powerful force in the universe is compounding”

Albert Einstein (1879-1955)

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Penny Power (1 to 15)

1 $0.02

2 $0.04

3 $0.08

4 $0.16

5 $0.32

6 $0.64

7 $1.28

8 $2.56

9 $5.12

10 $10.24

11 $20.48

12 $40.96

13 $81.92

14 $163.84

15 $327.68

Page 4: Bill Of Rights And Rights To Bills

Penny Power (15 to 30)

Page 5: Bill Of Rights And Rights To Bills

How to benefit from the Power of Compounding

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Traditional IRA vs. Taxable account (years 1 to 15)

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Traditional IRA vs. Taxable account (years 15 to 30)

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GIVE or TAKE

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Roth IRA vs. Traditional IRA (years 30 to 44)

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Roth IRA vs. Traditional IRA (years 45 to 60)

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Value in expert advice

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Summary of Savings

1. IRA vs. Taxable Account = $110k tax savings2. Roth IRA vs. Traditional IRA ending balance = $3.5m

difference3. Roth IRA vs. Traditional IRA = $226k tax savings

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Independent and Trusted Advisors