Tax-Free Retirement Plans provide tax-free income that can last a lifetime.
A client called the Tax-Free IUL spectacular, a game changer! No downside risk. Tax-free income for life and a reasonable rate of return. He called it “The 401(k) Replacement!” John age 25 agreed. He’ll retire at age 66 with $246,000 in tax-free income for life based on the historical rate of return. John understood the magic of tax-free compounding when you don’t lose money when the markets go down and your gains are locked in annually. When you don’t lose money, you are never digging out of an investment hole, plus you never give back previous gains. Knowledge + action and John is on his way to a wealthy retirement.
None of Our Clients lost money in their tax-free pension alternative. Their money was safe and secure. Their Tax-Free Income was steady and reliable.
Robert had no retirement savings. The Future looked bleak. Then Robert discovered The Tax-Free Pension Alternative, also known as living benefit life insurance or the Tax-Free IUL.
A client called the Tax-Free IUL spectacular, a game changer! No downside risk. Tax-free income for life and a reasonable rate of return. He called it “The 401(k) Replacement!” Robert age 51 agreed. He’ll retire at age 71 with $57,000 in tax-free income for life based on the historical rate of return.
Robert achieves this by saving $1,000 a month in his tax-free pension alternative, his tax-free IUL and earning the historical rate of return of 8.11%. Now, Robert can access this living benefit life insurance along the way via tax-free policy loans, to fund large purchases or handle emergencies. If he does not repay these policy loans, his projected $57,000 a year in tax-free income will be reduced. He has the choice of paying off the loans during his lifetime or out of the death benefit.
Rather than applying for a loan and paying interest to a bank, you can borrow against your tax-free pension alternative and pay yourself interest. No credit checks required. Ask me about this.
None of Our Clients lost money in their tax-free pension alternative. Their money was safe and secure.Tax-free penalty free cash when you need it, at any age for any reason in your tax-free retirement plan.
The Tax-Free Pension Alternative, also known as living benefit life insurance or a Tax-Free IUL works as a great gifting strategy. Jack & Carol used this to set up their granddaughter’s with a lifetime of tax-free income. A gift that will keep on giving. They loved the IUL was IRS approved, there was no downside risk, withdrawals were tax-free and they earned a reasonable rate of return. This was an easy way for their granddaughters to retire wealthy.
They’ll contribute as long as they can and this is something their granddaughters can also contribute to as they move forward in life.
Gifting Strategy Using the Tax-Free Pension Alternative known as a Tax-Free IUL
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
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 AlternativeTax-Free is Better Tax-Free Pension Alternative
There is a little known IRS approved 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 Alternative To 401(k) and 403(b) retirement plans with no downside risk. They are also known as the tax-free pension alternative or 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!
Request a Free Retirement Plan Comparison. You’ll be amazed at the power of tax-free compounding with no downside risk.
Free retirement plan comparison shows how to retire wealthyThe Tax-Free Comparison did it for me.
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 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
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.
Discover How Safe Income Strategies #1 keeps your money safe and secure.
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 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.
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.
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?
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 knowif 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.
