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Potential Value Opportunities

Your Income Towers - Income Source Types

These 5 income sources potentially determine your monthly income, investment in long-term economic assets or both

1. Job Pay
   1. Pay you receive from work for others
2. Your own Business returns
   1. Income you receive for your business initiatives ( eg an Itsey site )
3. Government Payments
   1. any transfer payments etc
4. Investment Income
   1. earnings from investments
5. Real Estate Income
   1. earnings from real etate

Money Management Concepts Slides

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• Assume a 9% dividend per year payout average ( eg ET )
• Assume a SMALL dividend growth rate ( eg ET ) of 2% per year
• Assume inflation rate goes back to average of 3% per year ( VOTE SMARTER !! )
• Result = net tax free rate of return of 8% per year

( The average yearly return of the S&P 500 is 11.13% over the last 50 years, as of the end of December 2023. This assumes dividends are reinvested. Adjusted for inflation, the 50-year average stock market return (including dividends) is 6.99%. )

The Growth in Roth account is tax free

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