You might have heard of IULs and wondered how they worked, and if they were right for you! Some of you might have thought they were too good to be true, that there must be a catch. There is no catch, there are some tradeoffs that most informed people are happy to live with.
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 works. The Tax-Free IUL can produce a Tax-Free Income You Won’t Outlive! The strategy has also been known to double, even triple after tax income compared to a 401(k) or 403(b) retirement plan.
This retirement strategy, the tax-free pension alternative,is also known as living benefit life insurance and the tax-free IUL.
Tax-Free IULs are an IRS strategy with no downside risk. It 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!
You have seen the stories, a staggering number of Professional Athletes and Entertainers filing Bankruptcy despite earning millions of dollars in salary or royalties. 78% of NFL players, 60% of NBA players and a large number of MLB players are bankrupt within 5 years of leaving the game. Plenty of Celebrities and Entertainers, actors, musicians, singers have joined the list too.
You can secure your financial future with a little known tax-free solution that America’s wealthiest families use to preserve capital and cut taxes.
Imagine retiring at age 35 with $301,000 of tax-free income for life; or at age 40 with $384,000 of tax-free income for life. It’s possible to make this happen with a little discipline. Beginning at age 25 you invest $500,000 per year for 5 years and average 7% per year on your money. Historical returns have averaged over 8%.
The Tax-Free Pension Alternative, An Under the radar strategy for Athletes, Entertainers and other High Earners. Strategy can Secure your financial future.
This little known strategy has flown under the radar for 20 years. Most advisors have never heard about the strategy or did not realize how powerful it has become.
It has been called The Perfect Retirement Solution and The 401(k) Replacement. It is a tax-free pension alternative and is also known as living benefit life insurance or the Tax-Free IUL. This tax-free solution works.
• 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!
During the Financial Market Melt Down, none of our clients lost money in their tax-free pension alternative. Their money was safe and secure. The same tax-free solution can work for you.
• 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 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.
New eBook tells how to get rid of stock market losses once and for all. You’ll keep more of your money with a tax-free retirement plan, plus you could generate 3 times more after tax retirement income compared to your 401(k) plan. Use the secret America’s wealthiest Families use to avoid taxes and not lose money in the stock market. The Strategy works. During the Financial Market melt down of 2008, none of our clients lost money in their tax-free retirement plan due to market volatility. Their Money was safe and secure and their income was steady and reliable.
This little known IRS approved strategy has largely flown under the radar for the last 20 years. Most Advisors never heard about it, or did not realize how powerful the strategy had become.
You have just been exposed to the strategy that can get of stock market losses and taxes on your retirement income once and for all. Learn more about this tax-free pension alternative, also known as living benefit life insurance.
Lawyers Accountants Keep More of Your Money with a Tax-Free Retirement Plan
It’s what you keep after taxes that counts. IRS allowed strategy can triple your retirement income after taxes compared to heavily taxed retirement income taken from your 401(k) or 403(b) retirement plan.
Conventional wisdom is to max fund your 401(k). This could costs you hundreds of thousands of dollars in taxes and market losses. Tax-Free Pension Alternative is the better choice.
Lawyers and Accountants you can keep more of your money with a Tax-Free Retirement Plan and generate 3 times more after tax income compared to your 401(k). Use the secret of the top 10% of America’s Wealthiest Families. They use the secret IRS approved strategy to avoid taxes and not lose money in the stock market. This little known strategy has flown under the radar for 20 years. Most advisors have never heard about the strategy or did not realize how powerful it has become.
Lawyers and Accountants keep more of your money with a tax-free retirement plan.
This tax-free pension alternative has been called The Perfect Retirement Solution and The 401(k) Replacement.
• 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!
Medical Professionals, Triple Your Retirement Income After Taxes and Retire Early
It’s what you keep after taxes that counts. IRS allowed strategy can triple your retirement income after taxes compared to heavily taxed retirement income taken from your 401(k) or 403(b) retirement plan.
Would You Retire Early If You Had 3x more spendable cash during retirement than you anticipated from your IRA, 401(k) or 403(b) plan?
Obamacare is squeezing Physicians Incomes adding to Physicians stress levels.
Medical Professionals, are Government Regulations and Taxes getting to you? How about retiring early with 3 times the after-tax income vs. your 401(k) or 403(b) retirement plan?
Simply use the secret of the top 10% of America’s wealthiest families. It has been known to double, even triple after-retirement income vs. 401(k)s and 403(b) retirement plan.
Imagine going from $25,000 per year in after-tax retirement income to $75,000 in tax-free retirement income, or $100,000 to $300,000.
The strategy works and it could work for you. The Wealthiest American families use it to avoid taxes and to get rid of stock market losses once and for all. This little known IRS allowed strategy that has been called the perfect retirement solution for those who qualify. The Tax-Free Pension Alternative is also known as living benefit life insurance. You or a family member must be insurable to 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!
Kindle version $2.99
• 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.
Many Dream of Retiring with $1 million In Their 401(k). This could generate $50,000 per year in Taxable Income; $30,000 per year in After-Tax Income. Did You Know $333,334 in a Tax-Free IUL would generate the same $30,000 per year in After-Tax Income? That’s right, $333,334 in Tax-Free IUL produces same after-tax income as a $1 million 401(k).
You could reduce annual savings by ⅔, say $1000 per month to $333 per month; $667 for other expenses. Or, you could Leave annual savings the same and enjoy 3 times more after-tax income during retirement years.
Watch the video to learn more about this tax-free pension alternative, also known as living benefit life insurance.
To see the full impact request a free illustration.
Are You Saving Enough? How Risky is Your Retirement? Have You Considered Taxes and Inflation? Will you have a retirement shortfall? You need to know the answers to these questions now, while you can still do something about them, not twenty years from now when it might be too late. You can request a free analysis at https://www.tax-free-retirement-plans.com.
Avoid a Retirement Shortfall with Safe Income Solutions You Won’t Outlive.
Your money has to last 30 years or more if you retire in your 60s or 70s. 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
What will you do if your are facing a 20+ year retirement shortfall? How will you get by?
There are catch up solutions that can work. Face the issue now while you have time to address it.
The Tax-Free Solution
A tax-free pension alternative also known as living benefit life insurance or the tax-free IUL will solve many of these issues.
None of Our Clients lost money in their tax-free pension alternative. Their money was safe and secure.
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!
The Tax-Free Solution is an 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 Solution works. The tax-free solution has also been known to double, even triple after tax income compared to a 401(k) or 403(b) retirement plan. It has been called the Tax-Free Pension Alternative.
To see how powerful it is request a free illustration and retirement plan comparison.
Rolling over CDs, earning less than 1% on your money, because you fear stock market losses? You could be earning 6% to 9% tax-free based on historical rates of return with no downside risk. 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 works. The Tax-Free pension alternative also known as living benefit life insurance and the tax-free IUL can Produce a Tax-Free Income You Won’t Outlive!
None of Our Clients lost money in their tax-free pension alternative. Their money was safe and secure.Tax-Free IUL vs 401(k) a 15 year Look Back. Bottom line the Tax-Free IUL generated 4.5 times more income after taxes.
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
Tax-Free Solution
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 works. The Tax-Free IUL can produce a Tax-Free Income You Won’t Outlive! The strategy has also been known to double, even triple after tax income compared to a 401(k) or 403(b) retirement plan. It has been called the Tax-Free Pension Alternative.
If you can double even triple your after-tax income, your money will last longer. Going with a tax-free retirement plan also insulates you from future tax hikes. A Zero taxed tax-free plan is better than a heavily taxed qualified plan, such as an IRA, 401(k) or 403(b) retirement plan.
I failed to mention, the Tax-Free IUL has no down side risk. You don’t lose money when the markets go down. Annual gains are locked in, so you never give back interest previously earned. You share in market upside, up to an annual cap rate. Current caps are 13% to 16% depending on the index you choose.
Your withdrawals are tax-free penalty free at any age for any reason. Withdrawals from your qualified plans are heavily taxed and subject to early withdrawal penalties of 10% if you are under age 59 1/2.
You can request a free retirement plan comparison.
Sara, age 68 Worried about Stock Market Losses has been Rolling over CDs, earning less than 1% on her money. We introduced Sara to the Tax-Free Pension Alternative, also known as living benefit life insurance or the Tax-Free IUL, where you don’t lose money when the markets go down. Sara would need $3,400,000 in CDs to generate the same after-tax income that $300,000 invested and accrued for 4 years will produce based on projected returns that are below historical averages. Sara loved this safe income strategy.
Escape the 1% World of Bank CDs with a Tax-Free Pension AlternativeThis strategy works. Clients love this Tax-Free Pension Alternative, also known as living benefit life insurance, the Tax-Free IUL.
This strategy works. Clients love this Tax-Free Pension Alternative, also known as living benefit life insurance, the Tax-Free IUL.
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!
Request an illustration.
Free retirement plan comparison
Tax-Free Retirement Income, High Yield CD Alternatives and other Safe Income Strategies
