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!

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