Net Worth
$20 Million
Michael R., a commercial real estate developer, had long relied on MACRS and bonus depreciation to minimize his tax burden. “It worked well for a while,” he admits, “but as my business grew, the benefits started to plateau.”
Barr ATS introduced Michael to their Private 401(k) strategy. “I was skeptical at first,” Michael remembers. “But when they showed me how I could contribute up to $10 million pre-tax, I was floored.”
By transitioning from MACRS to the Private 401(k), Michael not only slashed his current tax bill but created a massive tax-deferred investment pool. “I’ve essentially created my own private investment bank,” Michael says. “I’m now using these funds to finance new developments, completely changing the scale of my operations.”
