FedEx Contractor Success Stories

“I was ready to retire but dreading the tax bill. The 537 IST let me keep my entire sale proceeds working for me instead of sending $832K to the IRS. My quarterly distributions give me more income than I made running routes, without the 70-hour weeks.”

“We built this business over 15 years and couldn't believe how much we'd lose to capital gains and depreciation recapture. The team walked us through every step and made the process seamless. Our CPA was impressed with the legal structure and compliance.”

“Over $1.1 million in tax savings - that's generational wealth for my family. The professional money management means I don't have to worry about investing it myself. I wish I'd known about this strategy years ago.”

“As a smaller operator, I thought this was only for big route owners. Wrong! The percentage savings is the same regardless of size. Best decision I made was taking that first consultation call.”

“I interviewed three different 537 IST providers before choosing this team. Their experience with FedEx contractors specifically made the difference. They understood the depreciation recapture issues and ISP contract nuances.”

“The quarterly income is perfect for retirement. I get consistent distributions without depleting the principal. And since I moved to Washington state before taking distributions, I'm saving even more on state taxes.”