Category Archives: Tax-Free Retirement Plans

David’s Retirement Rescue Story: The Tax-Free Pension Alternative

 The Tax-Free Pension Alternative can be used as a Retirement Plan Rescue Strategy for Those Facing a Retirement Shortfall.

https://youtu.be/3SqVt8iye28

David did not put enough away for retirement and was facing a retirement short-fall. The Tax-Free Pension Alternative, also known as living benefit life insurance or the Tax-Free IUL provided a rescue strategy to provide a tax-free retirement income David won’t outlive.

You can use this as a catch up solution if you have not put enough away for retirement.  Qualified plans (IRAs, 401(k)s 403(b)s) have annual contribution limitations- see chart. There are no such limitations with the tax-free retirement plans.  You can set up a tax-free IUL or tax-free pension alternative where you contribute $100,000 a year for 3 to 5 years or longer, so long as the insurance company will accept the amount you want to contribute.

Free retirement plan comparison
Free retirement plan comparison

Retirement Plans are heavily taxed.  Did you know that if you withdraw $50,000 from you 401(k), the IRS could take $20,000?  Did you know if you leave $500,000 in your 401(k) to your spouse or kids, the IRS could take $200,000?  The tax-free retirement plan is a little known IRS strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital.

Tax-Free IULs are an IRS Alternative To 401(k) and 403(b) retirement plans with no downside risk.

• You don’t lose money when the markets go down!
• Share in Market Upside when Markets go up!
• Earn Reasonable Rates of Return!
• Gains Locked In Annually!
• Tax-Free Penalty Free Withdrawals at any age!
• Tax-Free Income You Won’t Outlive!

Contact us at 800-955-7898 for a personal illustration.

Retirement Toolbox Tax-Free Pension Alternative
Retirement Toolbox Tax-Free Pension Alternative
Tax-Free is Better Tax-Free Pension Alternative
Tax-Free is Better Tax-Free Pension Alternative

Wealth Creation With Tax-Free Retirement Plans

Wealth Creation with Tax-Free Retirement Plans … The Best Kept Secret to Reaching Financial Independence

Retirement Strategies: The Tax-Free Pension Alternative.  Watch the Video it’s a game changer.

https://youtu.be/YJzgMpBL3aU

Your Personal Tax-Free Retirement Plan is better than an IRA, 401(k) or 403(b) retirement plan. You don’t lose money when the markets go down. You share in market upside when the markets go up. You earn reasonable rates of return and gains are locked in. You can access your money tax-free and penalty free at any time for any reason.

You are in control.  You choose how much to contribute (no limitations) and when to withdraw money (no RMDs).

Best kept secret to financial independence - Your tax-free retirement plan
Best kept secret to financial independence – Your tax-free pension alternative

The sooner you start the more powerful this strategy becomes.  You can use this as a catch up solution if you have not put enough away for retirement.  Qualified plans (IRAs, 401(k)s 403(b)s) have annual contribution limitations- see chart. There are no such limitations with the tax-free retirement plans.  You can set up a plan where you contribute $100,000 a year for 3 to 5 years or longer.

Free retirement plan comparison
Free retirement plan comparison

Retirement Plans are heavily taxed.  Did you know that if you withdraw $50,000 from you 401(k), the IRS could take $20,000?  Did you know if you leave $500,000 in your 401(k) to your spouse or kids, the IRS could take $200,000?  The tax-free retirement plan is a little known IRS strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital.

Documents Needed for a Tax-Free Pension Alternative

Documents Needed for a Tax-Free Pension Alternative

https://www.youtube.com/watch?v=vQjlSbeFq4U
Tax-Free IULs and Tax-Free Retirement Plans are Safe Income Strategies that can lead to financial independence and mind blowing retirement options. It is worth your time to gather the documents needed for you application.
Tax-Free IULs and Tax-Free Retirement Plans are Safe Income Strategies that can lead to financial independence and mind blowing retirement options. It is worth your time to gather the documents needed for you application.

Video discusses the documents needed for your Tax-free pension alternative or IUL Application to determine suitability and health risk. The Application asks for financial information: your income and net worth. Health questions: medical history, current medications, family health — Parents & Siblings.

Answers to the Health questions can be provided directly to the insurance company during the telephone verification process.

Answers to Financial questions help determine financial suitability of the plan.  Can you afford it? Is the level of insurance appropriate to your financial position?

Your time is valuable too, so having this information available prior to taking the application will speed up the process. You can upload documents securely to http://www.bruceecoxcpa.com/secure-document-upload.html

Tax-Trap. Conventional Wisdom says max fund your 401(k).

 

Conventional wisdom is to max fund your 401(k).

This is a Tax-Trap that could crush your retirement savings.

Tax-trap:  conventional wisdom says to max fund your 401(k).

Retirement Plans are heavily taxed.

Did you know the IRS can take 40% or more of each IRA, 401(k) and 403(b) withdrawal?

Withdraw $50,000 and the IRS can take $20,000.

Did you know if you leave $500,000 in your retirement plan to your spouse and children,

the IRS could take $200,000?


With the Government taking so much … your money might not last long enough.

There is a better strategy.  It is safe and it works.  I can show you a little-known IRS approved strategy … you can use right now to insulate your retirement from the looming tax traps that lie ahead.


This IRS approved Tax-Free Retirement Plan is better than an IRA, 401(k) or 403(b) retirement plan.

– See more at: https://www.bruceecoxcpa.com

How to Jump-Start a Tax-Free Retirement Plan

How to Jump-Start a Tax-Free Retirement Plan

https://www.youtube.com/watch?v=fGEIicO_3So

How to Jump-Start a Tax-Free Retirement Plan by using other people’s money to leverage low yielding assets like receivables and inventory to accelerate wealth building and how to effectively convert a taxable IRA, 401(k) and 403(b) retirement plan into a tax-free retirement plan.  Video explains how.

This tax-free pension alternative is also known as living benefit life insurance or the tax-free IUL.

Many entrepreneurs and small business owners put off saving for retirement.  They wake up one day and realize they have not saved enough.  Qualified plans have Government imposed limitations on the amount you can contribute and the Government tells you when you must start taxable withdrawals.

The tax-free retirement plan has no such limitations.  It can  be structured to allow you to contribute as much as you want, as long as the insurance company will accept the contribution.

A client called this the perfect retirement solution, and a 401(k) alternative.

  • You don’t lose money when the markets go down!
  • Share in Market Upside when Markets go up!
  • Earn Reasonable Rates of Return!
  • Gains Locked In Annually!
  • Tax-Free Penalty Free Withdrawals at any age!

Tax-Free Income You Won’t Outlive!

Tax-Free Retirement Plans Create Wealth

Tax-Free Retirement Plans

https://www.youtube.com/watch?v=aprBQuxWmHc
Free Retirement Plan Comparison
Free Retirement Plan Comparison

Retirement Strategies: The Tax-Free Pension Alternative.

Discover the power of tax-free compounding with our tax-free retirement plans. Access your money income tax free and penalty free when you need it. Living benefit life insurance or the tax-free IUL is truly a wealth accumulator.

There is a little known IRS  strategy that the wealthiest top 10% of American Families, including the top 1% have been using for more than 20 years to cut taxes and preserve capital. The strategy has been known to double, even triple after tax income compared to 401(k) and 403(b) retirement plans.

Tax-Free IULs are an IRS Approved Alternative To 401(k) and 403(b) retirement plans with no downside risk.  This tax-free pension alternative is also known as a tax-free retirement plan and living benefit life insurance.

  • You don’t lose money when the markets go down!
  • Share in Market Upside when Markets go up!
  • Earn Reasonable Rates of Return!
  • Gains Locked In Annually!
  • Tax-Free Penalty Free Withdrawals at any age!
  • Tax-Free Income You Won’t Outlive!

More information visit https://www.tax-free-retirement-plans.com