A qualified plan can be moved to another qualified plan (tax deferred).
After moving to a qualified plan such as an Index Annuity (with up to 13% return),
You can use the yearly return to fund your Index Strategy UL, with tax-free accumulation.
For those who do not have a 401k or self-funded retirement plan, there are many ways to a retirement plan.
Starting at 30,40,50,or 60 yrs of age is still doable, with your conviction to save long term, conservatively.
I met a doctor once who was selling the mountain he bought in Los Gatos.
And he said, I made more money in real estate than being a doctor.
There was a couple who started buying real estate to be rented out before they live in the third house they bought.
In the Philippines, sending all the children to college is the norm, even selling the only property they have.
Education brings wealth, an 8-5 job is a must, our parents told us.
As young people save in high-risk investments, they have to learn their lessons the hard way.
We have to have peace of mind with our savings, investments and wealth.
Our goal is to build an estate for the next generation and retire early, comfortably.
It is not too late for anyone wishing to maximize their wealth and minimize taxes, call 408-854-1883
Connie Dello Buono, CA Life Lic 0G60621
1708 Hallmark Lane , San Jose, CA 95124