Tag Archives: Safe Income Strategy

Get Rid of Stock Market Losses and Taxes on Your Retirement Income Once and For All!

Get Rid of Stock Market Losses and Taxes on Your Retirement Income Once and For All!

Video Explains How

https://youtu.be/X_AE0VywBdU

Tired of Losing Money in the Stock Market? You can Get Rid of Stock Market Losses and Taxes on Your Retirement Income Once and For All!

Simply do what the Wealthiest American Families do to avoid taxes and not lose money in the stock market. They use a little known IRS approved strategy that has been called the perfect retirement solution for those who qualify.

• You don’t lose money when the markets go down, so you are never digging out of an investment hole!
• You Share in Market Upside when Markets go up, up to a cap rate currently 13.5% to 16.0%!
• You’ll Earn Reasonable Rates of Return!
• Your Gains are locked in annually, so you never give back profits already earned!
• Tax-Free Penalty Free Withdrawals at any age, the ultimate tax shelter!
• You can generate a Tax-Free Income You Won’t Outlive!

New eBook Explains How this tax-free pension alternative, or living benefit life insurance works.

The Perfect Retirement Solution gets rid of stock market losses once and for all.
The Perfect Retirement Solution gets rid of stock market losses once and for all.

• So, if you hate paying taxes and hate even more losing money in the stock market, pay close attention.
• If you are worried you won’t have enough money to enjoy your retirement, this strategy will help you generate a tax-free income you won’t outlive.
• If you are rolling over money in CDs because you fear stock market losses, with this tax- free retirement strategy, you don’t lose money when the markets go down.

• If you have not put enough money away for retirement and need a catch up strategy, this strategy could work for you.
• When you recognize the tax-free retirement plan can generate 3 to 4 times more income after taxes than a 401(k) or 403(b) retirement plan, you’ll want to replace your retirement plan with the tax-free retirement plan.
• If you want to implement a gifting strategy for your children or grandchildren, the tax- free IUL is a vehicle that can keep on giving with a lifetime of tax-free income.
• If you like the idea of having a tax-free emergency fund to tap as needed, the tax-free retirement plan is for you.
• If you would like to be your own bank, funding big ticket items with retirement funds, paying interest to yourself rather than a bank, this could work for you.

Fortunately, the tax-free retirement solution addresses all of the above.

Free download at BruceECoxCPA.com

Kindle version $2.99

Stock Market Losses and Taxes Driving You Crazy?

Stock Market Losses???

High Taxes!

Hate Paying Taxes and Losing Money In the Stock Market?

https://youtu.be/8E1ZqALS7Jo

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. A client called the Tax-Free IUL spectacular, a game changer! No downside risk. No more Stock Market Losses.  Tax-free income for life. Plus you earn a reasonable rate of return. He called it “The 401(k) Replacement!”

This retirement strategy is a tax-free pension alternative,  a Tax-Free IUL and also known as living benefit life insurance.

During the Financial Market melt down of 2008 and 2009, when many people saw their IRAs, 401(k)s and mutual funds cut in half, none of our clients lost money due to market volatility in their tax-free pension alternative or tax-free IUL.

None of Our Clients lost money in their tax-free pension alternative. Their money was safe and secure.
None of Our Clients lost money in their tax-free pension alternative. Their money was safe and secure.
2008 Financial Market Melt Down
2008 Financial Market Melt Down

Their money was safe and secure.  Their tax-free income was steady and reliable.

The Tax-Free Pension Alternative, the Tax-Free IUL has been called the Perfect Retirement Solution.

  • 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!

Request a free illustration

Free retirement plan comparison
Free retirement plan comparison

 

Safe Income Strategies #1 in a Safe Income World

Safe Income Strategies #1

Discover How Safe Income Strategies #1 keeps your money safe and secure.

Escape the 1% World of Bank CDs with Safe Income Strategies #1
Escape the 1% World of Bank CDs with Safe Income Strategies #1

Our Safe Income Strategies are focused on keeping your money safe, generating a steady reliable income stream you can count on, without the gut wrenching volatility and downside risk of stocks, bonds and mutual funds.

Safe Income Strategies
Safe Income Solutions

Safe Income Strategies #1

There are new safe income options you are probably not aware of. Until recently, they have been closely guarded secrets, known to a small group of originators, a few billionaires and a handful of hedge funds. This group had no incentive to tell you about these options. In some cases they had signed non compete, non disclosure and non circumvent agreements that prevented them from telling you. Now, this multi-billion dollar niche market has been opened to high net worth, accredited investors. We were able to convince the originators to open a new funding channel.

Read more …

Safe Income Strategies Post:  Safe Income World

Safe Income Strategies Post: Generate a Steady Reliable Income You Can Count On

Discounted Designer Annuities

Choose Discounted Designer Annuities for a Steady Reliable Income Stream Paying More Than Bank CDs and Treasuries

Discounted Designer Annuities paying up to 7x the one year bank CD rate.
Discounted Designer Annuities paying up to 7x the one year bank CD rate.

 

https://www.youtube.com/watch?v=vOYJP77fqVQ

Discounted Designer Annuities provide a steady reliable income you can count on. Many can be purchased for yields 7 times greater than a one year Bank CD.

So if you are stuck in the 1% to 2% world of Bank CDs or the 2% to 3% world of long term Treasuries, you can become unstuck and enjoy the safe income streams offered by these discounted designer annuities. Your money will grow faster and/or you will have more of it to spend with the higher yields offered by our designer annuities.

They are issued by top rated insurance companies, names that you know. Many of these companies have been around for 100 years or longer.

Designer Annuities can be perfect for self-directed IRAs 401(k)s Trust and Custodial Accounts. They can be used to fund charitable pledges for pennies on the dollar and for those seeking current or future income.

Read more …

Discounted Designer Annuities

Discounted Designer Annuities

https://www.youtube.com/watch?v=vOYJP77fqVQ

7xBankCDrate

Discounted Designer Annuities are paying more than 7x the One year Bank CD rate and more than double the Ten year U.S. Treasury. This Safe Income Option is a great alternative to Bank CDs and Treasuries.

Choose A Designer Annuity for a Steady Reliable Income Stream Paying More Than Bank CDs and Treasuries

Designer Annuities provide a steady reliable income you can count on. Many can be purchased for yields 5 times greater than a one year Bank CD.

So if you are stuck in the 1% to 2% world of Bank CDs or the 2% to 3% world of long term Treasuries, you can become unstuck and enjoy the safe income streams offered by these discounted designer annuities. Your money will grow faster and/or you will have more of it to spend with the higher yields offered by our designer annuities.

They are issued by top rated insurance companies, names that you know. Many of these companies have been around for 100 years or longer.

Read more about discounted designer annuities.

Discover a Safe Income World

https://www.youtube.com/watch?v=DHG2c-WF0uY

Rolling over money in CDs earning less than 1% on your money?

Discover a new Safe Income World where you can earn 5% with new Safe Income Strategies.

We discount secondary market annuities and structured settlements and you can earn
5% plus. The income streams are guaranteed by insurance companies

Safe Income Strategy #1

The CD killer.

Moves people from a 1% to 2% world of Bank CDs to a 5% to 6%+ world of Guaranteed payments by top rated insurance companies, many of which have been around for more than 100 years.

We discount future cash flows for cash now. We provide liquidity where no liquidity exist to people who need cash now. The payments we acquire are guaranteed and paid by top rated insurance companies.

Using a 4000 year old idea that has been passed down through the centuries by families of money changers, and applying this idea to a niche in the insurance industry, we are able to take advantage of a secret the insurance industry doesn’t want you to know. A secret that is hidden in plain sight in every annuity and life insurance policy…the right to sell, assign or transfer your policy.

Using this knowledge, we are able to cash out annuities and structured settlements. There is no provision to surrender an annuity or structured settlement once payments have begun. The insurance companies have locked in a long term low interest liability and they are unwilling to extinguish this liability prior to maturity. They are earning higher rates of return than they are paying out, and they won’t give up the positive spread.

You get a steady, dependable income you can count on, that’s paying more than bank CDs, money markets or treasury’s and without the downside risk of stocks, bonds or mutual funds.

Longevity Risk – How Long Will Your Money Last?

Longevity Risk – How Long Will Your Money Last?

Retirement-Toolbox Video discusses Longevity Risk.

https://www.youtube.com/watch?v=lFk7n8IRCFQ

Strapped_for_cash_wtext987ac9-2

Longevity risk.  If you retire in your 60s or 70s, your money has to last you 30 years or more.  Many people run out of money 7 to 10 years into retirement.

  • Withdraw too much money in the early years of retirement
  • Heavy taxation of retirement plans were not considered
  • Risky investments caused big stock market losses.
  • Did not save enough

How Long Will Your Money Last?  Will You Outlive Your Income?

Our 3 Safe Income Strategies are focused on keeping your money safe, generating a steady reliable income you can count on, paying more than BankCDs, Money Markets & Treasuries, without the downside risk & yo-yo volatility of stocks, bonds, mutual funds or commodities.

These Strategies work.  During the Financial market melt down of 2008 & 2009, when many people saw their IRAs, 401(k)s & other retirement savings cut in half, none of our clients lost money using these strategies.

Their money was safe & secure, their income steady & reliable.

Request an illustration and a Free Retirement Comparison.

Free retirement plan comparison
Free retirement plan comparison

How to Generate a Safe Steady Reliable Income

How to Generate a Safe Steady Reliable Income You Can Count On

Reliable Income means peace of mind.

7x Bank CD rate and a steady reliable income
7x Bank CD rate and a steady reliable income
Tax-Free Retirement Plans provide a reliable income stream
Tax-Free Retirement Plans provide a reliable income stream

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Watch the video below.  Discover how to generate a safe steady reliable income you can count on, paying more than Bank CDs, Money Markets & Treasuries without the downside risk and yo-yo volatility of stocks, bonds, mutual funds and commodities

We Offer Three Safe Income Strategies that are focused on Keeping your money safe.  Generating a steady dependable income stream you can count on. Paying more than Bank CDs, Money Markets and Treasuries and without the downside risk and volatility of stocks, bonds and mutual funds.

The Safe Income Strategies work.

During the Financial Melt down of 2008 & 2009, none of our clients lost money due to market volatility with these strategies.

Their Capital was secure and their Income was steady and dependable.

https://www.youtube.com/watch?v=18VpMxkNpmk

 

How to fund charitable pledges for pennies on the dollar

https://www.youtube.com/watch?v=Dljbq8sToHk

How to fund charitable pledges for pennies on the dollar.

We discount future cash flows for cash now. We provide liquidity where no liquidity exist to people who need cash now. The payments we acquire are guaranteed and paid by top rated insurance companies.

We buy the future annuity or structured settlement payments at a discount…and you get a steady, reliable income you can count on, that’s paying more than bank CDs, money markets or treasury’s and without the downside risk of stocks, bonds or mutual funds.

While each transaction is unique, many pay immediate income, others defer payments for a number of years.

Using a 4000 year old idea that has been passed down through the centuries by families of money changers, and applying this idea to a niche in the insurance industry, we are able to take advantage of a secret the insurance industry doesn’t want you to know. A secret that is hidden in plain sight in every annuity and life insurance policy…the right to sell, assign or transfer your policy.

Using this knowledge, we are able to cash out annuities and structured settlements. There is no provision to surrender an annuity or structured settlement once payments have begun. The insurance companies have locked in a long term low interest liability and they are unwilling to extinguish this liability prior to maturity. They are earning higher rates of return than they are paying out, and they won’t give up the positive spread. – See more at: http://charitablepledge.com/

Clients Demand Safe Income Strategies in aftermath of Market Meltdown!

Client Demand for Safe Income Strategies Soared After Market Melt Down.

There are 3 Safe Income Strategies.  They work.

None of Our Clients lost money in their tax-free pension alternative. Their money was safe and secure. Our Safe Income Strategies Work.
None of Our Clients lost money in their tax-free pension alternative. Their money was safe and secure. Our Safe Income Strategies Work.

During the Financial Market Melt Down of 2008 and 2009 not only did many people see their IRAs, 401(k)s and other retirement savings cut in half … their dividend checks were cut or eliminated, and interest income lowered.

Market risk, economic risk can wreck havoc with your financial assets. Our Safe Income Strategies insulate you from downside risk.
Market risk, economic risk can wreck havoc with your financial assets. Our Safe Income Strategies insulate you from downside risk.

 

Safe Income Strategies
Safe Income Solutions
Many fear it could happen again.
Are you prepared?

We Offer Three Safe Income Strategies

  • Focused on Keeping your money safe
  • Generating a steady dependable income stream you can count on,
  • Paying more than Bank CDs, Money Markets and Treasuries,
  • Without the downside risk and volatility of stocks, bonds and mutual funds.

The Safe Income Strategies work.

  • During the Financial Melt down of 2008 & 2009, none of our clients lost money due to market volatility with these strategies.
  • There Capital was secure and their Income was steady and dependable.

See more at: Dependable-Income.com