RETIRING? BOOMERS COULD LOSE 15-50 PERCENT OF NEST EGG

November 14, 2007 (PRLEAP.COM) Business News
(SAN MARCOS, California) – Baby Boomers preparing to cash out on their real estate, stocks,collections and businesses should take note. They could
lose 15-50 percent of their assets and run out of money if they lack important capital gains tax advice.

“Retirees who are interested in not outliving their assets should be extremely careful whose advice they trust,” said Paula Straub, a Southern California Capital Gains Tax Saving Strategist. “Without an exit strategy, even the best-intentioned tax advisors, attorneys and realtors may be giving their clients bad advice that costs them big time.”

To avoid the capital gain tax burden that comes from selling properties or other assets that have appreciated
in value, Straub gives her clients specific action plans for handling it in the most tax efficient way.

“I see people who have saved and planned for retirement their entire lives who are losing huge amounts of money,” said Straub. “Many Certified Public Accountants (CPAs), Attorneys and Realtors don’t bring up this issue, or worse yet don't fully understand it - so the client takes a huge financial bath."

Straub spent six months researching capital gains tax information after a client asked for help. She soon
discovered how difficult accurate information was to come by. “For the majority of Americans who are not wealthy, it’s nearly impossible to handle these problems without help,”
said Straub. “Anyone selling highly appreciated assets can lose huge amounts of money if they aren’t careful. No one should have that happen and I can help.”

Real estate, businesses, stock portfolios, and collections such as artwork are the most typical assets that can be highly taxed by 15-40 percent. “It is extremely important to
retain as much of the asset as possible for retirement purposes, because the number one fear these days is running out of money before we pass away. Another benefit of using the right strategy is that the remainder passes to your heirs and not to some other entity.” said Straub.

With Straub's help, clients can find safe, legal solutions to minimize their tax obligations. Clients may be able to
defer taxes indefinitely, or spread out the payment over a long period of time while earning interest on the money they would have paid to the IRS for years to come. Straub works with the client's current advisors so everyone stays on the same page and so that
the client's best interest remains the primary focus.

Paula Straub is a former Investment Advisor Representative and helps clients in all 50 states minimize their capital tax obligations. She is an educator, author, and entrepreneur.
Her smart tax-strategies have saved her clients hundreds of thousands of dollars.

CONTACT: To learn more about protecting appreciated assets from capital gains, visit: http://www.savegainstax.com. Paula Straub is available for interviews and can be reached at:
askpaula@savegainstax.com or via phone at (760) 917-0858.