Tag Archives: tax-free IUL

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