The rich people, earn, invest and pay taxes while the poor earn, pay taxes and spend. We can be better this 2014. There are 420 tax deductions as a business owner. Call Connie 408-854-1883 motherhealth@gmail.com to be a business owner with no capital and experience in 50 US states. Call for a risk free, tax-free withContinue reading “Sins of Investing, tax-free savings , tax breaks for the rich”
Category Archives: estate
Are you people savvy, 45-55 yrs of age and in need of a career change?
A JOB is just over broke if you live in Silicon Valley. Be creative in your business, monitor your success and connect with more customers thru proper planning and time management. Save, invest and spend in this order. Many small business owners are successful because of proper marketing, time management and serving their customers well. ReferralsContinue reading “Are you people savvy, 45-55 yrs of age and in need of a career change?”
Retirement income for life with no taxes and penalties
Based on the IRS code 7702, tax-free retirement with almost no income limits and no penalties when compared to a Roth IRA or 401k is possible with an IUL policy. An IUL can provide for a tax-free retirement income of $50k per year or $100k per year depending on your savings plan each year. Below are potential savings growth for aContinue reading “Retirement income for life with no taxes and penalties”
No income limits and no tax traps retirement savings with an IUL index strategy
We pay income taxes already and so we can save money, 10% or more each month to a tax free savings with no income limits and no tax traps like the IRA or Roth IRA. There are no market risks like the 401k. So call 408-854-1883 or email Connie at motherhealth@gmail.com if you want toContinue reading “No income limits and no tax traps retirement savings with an IUL index strategy”
Act now to review your retirement savings before you pay taxes
Act now to review your retirement savings before you pay taxes
Join us this noon for a webinar that will review your retirement savings and act on cutting taxes to save your wealth. Venue: gotomeeting (Note: Please download gotomeeting ahead of time.) https://global.gotomeeting.com/meeting/join/896840485 ID: 896840485 password: success2014 Email Connie: motherhealth@gmail.com Limited to: 25 attendees Time: 12:15 to 1:00pm PST Date: March 19,2014, Wednesday Learn retirement threats,Continue reading “Act now to review your retirement savings before you pay taxes”
$6k tax deferred investment or $100k tax free savings
A 48 yr old tax payer wants to avail of the tax deferred plan for her tax return and asked her tax preparer what to choose. Whether to choose a $6k tax deferred savings or save at least $100k from taxes for her future savings by saving inside an Index Universal Life policy with investmentContinue reading “$6k tax deferred investment or $100k tax free savings”
Is a tax-free lifetime income during retirement possible?
Investment under an Index Universal life policy per IRS code 7702 is tax free because you already paid taxes when you started saving from your net income. This means that half of your wealth cannot be taken away from you, not even by an estate tax. Would you like to know how you can start atContinue reading “Is a tax-free lifetime income during retirement possible?”
Retirement Threats by Connie Dello Buono
Taxes,Spending unwisely,Market Risks,Health threats,and No asset protection are the major threats to our retirement plan. Taxes About 40-50% of our retirement savings (401k/IRA) go to paying taxes:federal,state,penalties,and capital gains. We are taxed in many ways: income, sales,estate,capital gains,others. Tax-free retirement plan using IUL The way to protect our retirement savings is a tax-free retirement planContinue reading “Retirement Threats by Connie Dello Buono”
Financial Planningfor Chronic Disease: Parkinson’s Disease
One of the issues many older adults face is learning to live with a chronic disease (in many cases, having to learn to live with more than one chronic disease). A chronic disease is a serious illness that develops over time. It may be managed but is unlikely to be cured. Parkinson’s disease is a chronic condition. Other examplesContinue reading “Financial Planningfor Chronic Disease: Parkinson’s Disease”
Some companies are not providing 401k retirement plan
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”
Tax-free retirement savings using index strategy
doctor stanford retirement savings index strategy taxfree prepared by connie Dear 19-yr son, In the many years that you will be working, you will be managing your money. There is a way to save early and harvest tax-free all the growth, withdrawal and accumulation of your hard earned money plus leaving an estate to yourContinue reading “Tax-free retirement savings using index strategy”
Protecting your wealth with zero market risks and living benefits up to $1.5M
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”