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Total Invested
$0
Across 0 investments
Total Cash Distributions
$0
Year to date: $0
My Offerings
Life Settlement Fund
Optimal Tax Investment Group
Active
$100K min
Target Return
60%
Distribution
Variable
Minimum
$100K
Structure
LLC
Promissory Note Fund
Capstone Asset Management
Active
$100K min
Target Return
12% Annual
Distribution
Monthly
Minimum
$100K
Exit
18 Mo.
My Investments
View AllLast DistributionTotal DistributionsTotal Invested
›David Anthony
Last Dist.
$0
Total Dist.
$0
Invested
$0
Life Settlement Fund
Shares
0
Invested
$0
Status
—
Promissory Note Fund
Shares
0
Invested
$0
Status
—
Life Settlement Fund
Life Settlements
Active
$100K min
Return
60%
Dist.
Variable
Structure
LLC
Status
Open
Promissory Note Fund
Capstone Asset Management
Active
$100K min
Return
12% Annual
Dist.
Monthly
Exit
18 Mo.
Status
Open
Total Received YTD
$0
No distributions yet
Pending
$0
Cash Balance
$0
Available to reinvest
Distribution History
| Date | Offering | Type | Amount | Status |
|---|---|---|---|---|
| No distributions on record yet. | ||||
Offering Documents
Life Settlement Fund — PPM
Promissory Note Fund — PPM
Subscription Agreement
Accredited Investor Verification
W-9 Tax Information
Tax & Planning Resources
Supercharged Roth IRA Conversion Guide
Three Tax-Free Accounts Overview
2025 K-1 Annual Tax Summary
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KYC & AML complete
Step 2 ✓
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Profile
NameDavid Anthony
Emaildave@optimaltaxplan.com
Investor TypeAccredited
KYC StatusVerified
Bank Account (ACH)
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Education · Tax Planning
How the Supercharged Roth IRA Conversion Works
Our signature strategy for clients with over $1M in assets converts pre-tax savings while minimizing the tax hit — potentially saving hundreds of thousands over your lifetime.
May 15, 2026
Update · New Offering
Life Settlement Fund Now Accepting Investors
Now live: a life settlement fund targeting a 60% return with variable distributions, uncorrelated with equity markets.
May 1, 2026
Update · New Offering
Promissory Note Fund Now Accepting Investors
Capstone Asset Management's single-family residential real estate promissory note, targeting a 12% annual return paid monthly, with an 18-month exit.
May 1, 2026
14 Soft Commits Awaiting Confirmation
$2.1M in capital pending across 3 offerings.
Total AUM
—
Not yet tracked
Active Investors
—
Interest Requests
—
Distributed YTD
$0
Deal Performance
| Offering | Interest Requests | Status | |
|---|---|---|---|
| Life Settlement Fund | — | Open | |
| Promissory Note Fund | — | Open |
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Active Offerings
2 Open| Offering | Interest Requests | Status | |
|---|---|---|---|
| Life Settlement Fund | — | Open | |
| Promissory Note Fund | — | Open |
Interest Requests
—| Investor | Offering | Date | Status | |
|---|---|---|---|---|
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Investor Activity
| Name | Role | Joined | |
|---|---|---|---|
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Process Distribution
History
| Date | Offering | Total |
|---|---|---|
| No distributions sent yet. | ||
AUM Summary
Total assets by offering, investor tier, and MoM growth.
Client Tax Savings
Estimated Roth IRA savings per client from your 3,000+ list.
Investor Pipeline
Track cold → qualified → soft commit → committed.
K-1 Tax Packages
Consolidated K-1s per investor across all fund investments.