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The Billionaire Tax Strategy
How the ultra-wealthy pay only 6-8% taxes by buying stocks, borrowing against them, and never selling. Learn the exact system used by Jeff Bezos, Elon Musk, and more.
The Big Idea (Made Simple)
The Amazing Coca-Cola Story
During the Great Depression (the worst economic crash ever), a small-town banker named Pat Munroe had a simple idea:
"Buy Coca-Cola stock. Never sell it. Buy more when prices drop."
The Results?
$40 invested in Coca-Cola became...
$0 MILLION
Number of millionaires created in tiny Quincy, Florida:
0
Quincy became the richest town per person in all of America!
The families who listened to Munroe never sold their shares. They passed the wealth to their kids and grandkids - all without paying taxes on the growth!
The Five Pillars of Wealth
Smart investors don't put all their eggs in one basket. They build wealth using Five Pillars - and borrow against each one!
Key Point: You can only use this strategy with assets you can borrow against. All five pillars let you do this!
Financial Alchemy: Create Money by Pressing Buttons!
This sounds like magic, but it's real. When you borrow money using a margin loan, ask yourself three questions:
Did I have to work for this money?
NO!
Did I have to pay taxes on this money?
NO!
Did inflation eat away at this money while I earned it?
NO!
What Makes Margin Loans Special?
> No application needed
> No credit check
> Doesn't show on credit report
> No required monthly payments
> Interest may be tax-deductible!
Step-by-Step: The Buy, Borrow, Never Sell System
Real Example: See the Difference!
Scenario: You invest $10,000 in Amazon stock. It doubles to $20,000!
X If You SELL (The Old Way)
Stock value:$20,000
Taxable gain:$10,000
Taxes (20%):-$2,000
Cash you keep:$18,000
Stock still owned:$0
> If You BORROW (The Smart Way)
Stock value:$20,000
Taxable gain:$0
Taxes:$0
Cash from loan:$10,000
Stock still owned:$20,000
You got $10,000 TAX-FREE and still own $20,000 in stock!
Your money keeps growing while you spend the loan. That's the magic!
Where to Buy Stocks (Start Here)
Open a brokerage account at one of these platforms. Click each card to see detailed requirements, fees, and what you need to get started.
Minimum to Open
$0
No minimum deposit required
Minimum to Invest
$100 (Taxable) / $500 (IRA)
Balance needed to start trading
Margin Requirements
$2,000 minimum
To enable margin borrowing
Margin Interest Rate
6.25% - 7.25%
Varies by balance tier
Platform Fee
$3/month
Waived if balance >= $10,000
Trading Fees
$0 commissions
Free stock & ETF trades
Documents Needed to Open Account:
- Social Security Number (SSN)
- Valid government-issued ID (Driver's license or passport)
- U.S. residential address
- Date of birth
- Employment information
- Bank account for funding (ACH)
Open M1 Finance Account ->
Minimum to Open
$0
No minimum deposit required
Minimum to Invest
$1 (fractional shares)
Start with any amount
Margin Requirements
$2,000 minimum
Cash or securities
Margin Interest Rate
8.25% - 13.575%
Based on debit balance
Account Fees
$0
No annual or inactivity fees
Trading Fees
$0 commissions
Stocks, ETFs, options ($0.65/contract)
Documents Needed to Open Account:
- Social Security Number (SSN) or Tax ID
- Valid government-issued photo ID
- U.S. address (residential)
- Date of birth
- Employment status and occupation
- Bank routing and account numbers
Open Fidelity Account ->
Minimum to Open
$0
No minimum for IBKR Lite
Margin Requirements
$2,000 (Reg T) / $100K (Portfolio)
Portfolio margin for larger accounts
Margin Interest Rate
5.33% - 6.83%
Industry's lowest rates
Large Balance Rates
As low as 4.83%
For balances over $1M
Open IBKR Account ->
Banks for Securities-Backed Loans (SBLOCs)
These institutions let you borrow against your stocks without selling them. Click each card for complete details.
Minimum to Borrow
$2,000 portfolio value
In marginable securities
Maximum Loan Amount
Up to 35% of portfolio
Conservative borrowing limit
Interest Rate
6.25% - 7.25%
Variable based on Fed rate
Application Process
Instant - just click Borrow
No paperwork or approval wait
Learn About M1 Borrow ->
Minimum Line of Credit
$100,000
Schwab Bank product
Maximum Line of Credit
$5,000,000+
Based on portfolio value
Borrowing Power
50-70% of securities value
Varies by asset type
Interest Rate
Variable (Prime-based)
Relationship pricing available
Learn About Schwab PAL ->
Move to a No-Tax State (Bonus Strategy!)
Jeff Bezos moved from Washington to Florida. With $160 billion, even a small percentage in state taxes = billions lost.
> 0% Income Tax States
Florida
Texas
Nevada
Wyoming
Washington
South Dakota
Alaska
Tennessee
New Hampshire
X Highest Tax States
California - 13.3%
New York - 10.9%
New Jersey - 10.75%
Hawaii - 11%
Minnesota - 9.85%
$1M income = $100K+ gone!
Important: If your stocks drop a lot, the bank might ask for more collateral (called a "margin call"). To stay safe, only borrow up to 35-50% of your stock's value and keep extra cash available.
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> No Credit Card
> Instant Access
> $2,500+ Value
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