Retirement Income, Tax-Free IUL, Tax-Free Pension Alternative, Tax-Free Retirement Plans

Tax-Free Pension Alternative Save’s Robert’s Retirement

Video September 10, 2014 Bruce E Cox CPA

Tax-Free Pension Alternative Save’s Robert’s Retirement

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.

https://youtu.be/D-p-ehGl9oM

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 pension alternative: Tax-free penalty free cash when you need it, at any age for any reason in your tax-free retirement plan. — Tax-free penalty free cash when you need it, at any age for any reason in your tax-free retirement plan.

Safe Income Strategy, Tax-Free IUL

Jack & Carol’s Annual Gifting Strategy: Tax-Free Pension Alternative

Video September 10, 2014 Bruce E Cox CPA

Jack & Carol’s Annual Gifting Strategy. Their Gifting Story.

Setting their granddaughter’s up for a lifetime of tax-free income using the tax-free pension alternative, known as the tax-free IUL.

Watch the video for a more complete story.

https://youtu.be/cT8Xz6QGNuc

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

Tax-Free IUL, Tax-Free Pension Alternative, Tax-Free Retirement Plans

David’s Retirement Rescue Story: The Tax-Free Pension Alternative

Video September 10, 2014 Bruce E Cox CPA

The Tax-Free Pension Alternative can be used as a Retirement Plan Rescue Strategy for Those Facing a Retirement Shortfall.

https://youtu.be/3SqVt8iye28

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.

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!

Retirement Toolbox Tax-Free Pension Alternative

Tax-Free is Better Tax-Free Pension Alternative

Retirement Income, Tax-Free IUL, Tax-Free Pension Alternative, Tax-Free Retirement Plans

Wealth Creation With Tax-Free Retirement Plans

Video September 10, 2014 Bruce E Cox CPA

Wealth Creation with Tax-Free Retirement Plans … The Best Kept Secret to Reaching Financial Independence

Retirement Strategies: The Tax-Free Pension Alternative. Watch the Video it’s a game changer.

https://youtu.be/YJzgMpBL3aU

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 retirement plan — 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.

Retirement Income, Safe Income Strategy

Safe Income Strategies #1 in a Safe Income World

September 9, 2014 Bruce E Cox CPA

Safe Income Strategies #1

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

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 #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.

Safe Income Strategies Post: Safe Income World

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

Retirement Income, Safe Income Strategy

Discounted Designer Annuities

Video September 9, 2014 Bruce E Cox CPA

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.

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.

Documents Needed for a Tax-Free Pension Alternative

Video September 9, 2014 Bruce E Cox CPA

Documents Needed for a Tax-Free Pension Alternative

https://www.youtube.com/watch?v=vQjlSbeFq4U

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?

Your time is valuable too, so having this information available prior to taking the application will speed up the process. You can upload documents securely to http://www.bruceecoxcpa.com/secure-document-upload.html

Tax-Free IUL, Tax-Free Pension Alternative, Tax-Free Retirement Plans

Tax-Trap. Conventional Wisdom says max fund your 401(k).

September 9, 2014 Bruce E Cox CPA

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

Tax-Free IUL, Tax-Free Pension Alternative, Tax-Free Retirement Plans

How to Jump-Start a Tax-Free Retirement Plan

Video September 9, 2014 Bruce E Cox CPA

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 IUL, Tax-Free Pension Alternative, Tax-Free Retirement Plans

Tax-Free Retirement Plans Create Wealth

Video September 9, 2014 retirement-toolboxadmin

Tax-Free Retirement Plans

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

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

Tax-Free Pension Alternative Save’s Robert’s Retirement

Jack & Carol’s Annual Gifting Strategy. Their Gifting Story.

Setting their granddaughter’s up for a lifetime of tax-free income using the tax-free pension alternative, known as the tax-free IUL.

The Tax-Free Pension Alternative can be used as a Retirement Plan Rescue Strategy for Those Facing a Retirement Shortfall.

Wealth Creation with Tax-Free Retirement Plans … The Best Kept Secret to Reaching Financial Independence

Safe Income Strategies #1

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

Documents Needed for a Tax-Free Pension Alternative

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.

Tax-Free Retirement Income, High Yield CD Alternatives and other Safe Income Strategies