There is a better than 401k retirement plan with tax-free IUL index strategy with zero market risk that grows up to 13% and living benefits added free (access to $1.5M when stroke, cancer, or disability occurs). If you want to protect your wealth from 50% taxes after accumulation and from market risks, call Connie Dello BuonoContinue reading “Some companies are not providing 401k retirement plan”
Category Archives: college plans
Protecting your wealth with zero market risks and living benefits up to $1.5M
College savings plans and strategies
1.Saving for your own retirement is more important than saving for college. Your children will have more sources of money for college than you will have for your golden years, so don’t sacrifice your retirement savings. Comments: This is so true especially if you have helped prepared your children to be financially strong and educationallyContinue reading “College savings plans and strategies”
Preschool, home school, Montessori elementary, the Outlier book for the success of our children
Preschool, home school, Montessori elementary, the “Outliers” book for the success of our children
As working parents, we have to choose quality child care and schools. I was fortunate to have a public Hammer Montessori elementary school in San Jose when my children now 17 and 19 where young. My nieces and nephews in the Philippines go to a private school simply because the elementary schools have no budgetContinue reading “Preschool, home school, Montessori elementary, the “Outliers” book for the success of our children”
College Student Budget
college student budget calculator A city college is the most favored place by most baby boomer parents for their children to go to especially one that is close to their house. During the times of the baby boomers, they have worked and sent themselves to school at night to get a college education. For theContinue reading “College Student Budget”
2014 Tax Guide, 1-hr Tax-free Retirement Planning in Mt View
2014 Tax Guide 40 changes from IRS 2014 Tax Guide from Forbes Dear Peninsula and bay area residents, A free 1-hr tax-free retirement planning seminar will be held at the Mt View Library March to Dec 2014 (9am-6pm). Speakers will be invited from various financial service and tax-preparation companies. Contents: Health and Financial Threats Avoiding foreclosures SevenContinue reading “2014 Tax Guide, 1-hr Tax-free Retirement Planning in Mt View”
Dodging 529-Plan Tax Traps, save money for college the right way
Dodging 529-Plan Tax Traps, save money for college the right way
Pay attention to timing. There is no IRS ruling yet whether withdrawing money from a 529 account in one year and using it the next is allowed or not. Make sure the expenses qualify. Double-check that you allowed to withdraw 529 savings to pay for college bill. Take any scholarships or tax credits into account.Continue reading “Dodging 529-Plan Tax Traps, save money for college the right way”
Financial strategy to recover from market loses
Financial strategies of investing/savings Recover from market loses Create an estate Use asset based long term care to protect you from health threats Tax free retirement dubbed as supercharged Roth IRA Better than your 401k and IRA, a savings plan with lifetime retirement income Tax free and Risk Free Time: 9-10am,Monday-Sunday Venue: webinar Cost: Free PleaseContinue reading “Financial strategy to recover from market loses”